POLCX Mutual Fund

POLCX Mutual Fund

NAV$10.13
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Fund Essentials

Net Assets
$1M
Expense Ratio
1.00%
Dividend Yield (Current)
4.88%
Holdings
52
Inception Date
Jun 30, 2023
Fund Family
Polar Asset Management Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.63%
1 Year+38.39%

Asset Allocation

Stocks: 100.00%
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Dividend Summary

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Dividend Yield (Current)
4.88%
Frequency
Annually

Peer Comparison

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

POLCX Mutual Fund Overview

POLCX Mutual Fund (Polar Capital Emerging Market Ex-China Stars Fund) is managed by Polar Asset Management Partners with $1.0M in net assets. POLCX expense ratio is 1.00%, holding 52 positions across various sectors. Inception date: 2023-06-30.

POLCX performance shows a YTD return of 7.63%. The 1-year return is 38.39%. POLCX dividend yield stands at 4.88%, paid annually.

POLCX top holdings include a diversified portfolio. Go to all POLCX holdings, POLCX sectors, or POLCX dividends.

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