PGIRX Mutual Fund

PGIRX Mutual Fund (Polen Global Growth Fund Investor Class) is managed by Polen Capital with $6.4M 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 -4.07%. The 1-year return is -7.44% and the 5-year return is -0.39%. PGIRX dividend yield stands at 23.46%, paid annually.

PGIRX top holdings include Nvidia Corp (7.6%), Alphabet Inc. C (6.8%), Tsmc (5.6%), Eli Lilly & Co. (5.1%), Visa Inc Class A (4.9%). 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.