DDJRX Mutual Fund

DDJRX Mutual Fund (Polen Opportunistic High Yield Fund Investor Class) is managed by Polen Capital with $1.4M in net assets. DDJRX expense ratio is 1.14%, holding 110 positions across sectors including Financials, Materials, Consumer Discretionary. Inception date: 2015-07-16.

DDJRX performance shows a YTD return of -0.41%. The 1-year return is 0.58% and the 5-year return is 2.40%. DDJRX dividend yield stands at 7.30%, paid monthly.

DDJRX top holdings include Baffinland Iron Mines Corp / Baffinland Iron Mines Lp (3.9%), Beach Acquisition Bidco 10.00 2033-07-15 (2.9%), Corbid Tl 1L USD 2029/09/20 (2.9%), Dornoch Debt Merger Sub 2029-10-15 (2.8%), Sc Games Holdi 6.625% 03/01/30 (2.7%). Go to all DDJRX holdings, DDJRX sectors, or DDJRX dividends.

DDJRX can be compared against other funds. Use DDJRX overlap to find shared positions, or DDJRX vs another fund for a side-by-side view. DDJRX alternatives are available via the screener, along with tax-loss harvesting opportunities.