PGIRX Mutual Fund

PGIRX Mutual Fund (Polen Global Growth Fund Investor Class) is managed by Polen Capital with $6.6M in net assets. PGIRX expense ratio is 1.28%, holding 37 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2015-07-06.

PGIRX performance shows a YTD return of -3.09%. The 1-year return is -5.83% and the 5-year return is -0.39%. PGIRX dividend yield stands at 23.23%, paid annually.

PGIRX top holdings include Alphabet Inc. C (6.7%), Nvidia Corp (5.5%), Microsoft Corp (5.5%), Visa Inc Class A (5.1%), Tsmc (5.1%). Go to all PGIRX holdings, PGIRX sectors, or PGIRX dividends.

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