POLRX Mutual Fund (Polen Growth Fund Investor Class) is managed by Polen Capital with $93.1M in net assets. POLRX expense ratio is 1.22%, holding 27 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2010-12-30.

POLRX performance shows a YTD return of -10.95%. The 1-year return is -10.67% and the 5-year return is -0.60%. POLRX dividend yield stands at 43.79%, paid annually.

POLRX top holdings include Broadcom Inc (7.5%), Microsoft Corp 4.100 Feb 06 37 (7.2%), Alphabet Inc series C (6.6%), Amazon.Com Inc (6.3%), Oracle Corp. (5.6%). View all POLRX holdings, sector breakdown, or dividend history.

POLRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POLRX alternatives are available via the screener, along with tax-loss harvesting opportunities.