Fund Essentials

Net Assets
-
Expense Ratio
1.50%
Dividend Yield (Current)
-
Holdings
39
Inception Date
Oct 16, 2020
Fund Family
Polen Capital
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 99.29%
Cash: 0.71%

Price Chart (6M)

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Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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PGERX Mutual Fund Overview

PGERX Mutual Fund (Polen Emerging Markets Growth Fund Investor Class) is managed by Polen Capital. PGERX expense ratio is 1.50%, holding 39 positions across various sectors. Inception date: 2020-10-16.

PGERX performance shows data across multiple time periods..

PGERX top holdings include a diversified portfolio. View all PGERX holdings, sector breakdown, or dividend history.

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