PGIIX Mutual Fund
PGIIX Mutual Fund
Polen Global Growth Fund Institutional Class
PGIIX Mutual Fund Overview
PGIIX Mutual Fund (Polen Global Growth Fund Institutional Class) is managed by Polen Capital with $106.9M in net assets. PGIIX expense ratio is 1.01%, holding 32 positions across sectors including Unknown, Information Technology, Communication Services. Inception date: 2014-12-30.
PGIIX performance shows a YTD return of -6.92%. The 1-year return is -7.71% and the 5-year return is -0.04%. PGIIX dividend yield stands at 23.36%, paid annually.
PGIIX top holdings include Microsoft Corp 4.100 Feb 06 37 (5.0%), Amazon.Com Inc (4.6%), Shopify Inc - Common (4.2%), Tencent Holdings Ltd Ordinary Shares (3.8%). View all PGIIX holdings, sector breakdown, or dividend history.
PGIIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.