POIIX Mutual Fund

POIIX Mutual Fund (Polen International Growth Fund Institutional Class) is managed by Polen Capital with $23.2M in net assets. POIIX expense ratio is 1.10%, holding 31 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2016-12-30.

POIIX performance shows a YTD return of -2.25%. The 1-year return is -2.70% and the 5-year return is -3.35%. POIIX dividend yield stands at 0.05%, paid annually.

POIIX top holdings include Mercadolibre Inc (6.4%), Spotify Technology Sa Common Stock Usd 0.000625 (6.1%), Schneider Electric Se (5.9%), ASML HOLDING NV (5.5%), Shopify Inc. Cl A (5.2%). Go to all POIIX holdings, POIIX sectors, or POIIX dividends.

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