POLEX Mutual Fund

POLEX Mutual Fund (Polar Capital Emerging Market Stars Fund) is managed by Polar Asset Management Partners with $206.6M in net assets. POLEX expense ratio is 1.00%, holding 66 positions across sectors including Communication Services, Financials, Consumer Discretionary. Inception date: 2020-12-30.

POLEX performance shows a YTD return of 0.38%. The 1-year return is 2.84% and the 5-year return is 1.44%. POLEX dividend yield stands at 0.74%, paid annually.

POLEX top holdings include Tsmc (9.9%), Samsung Electronics (Equity) (9.5%), Sk Hynix Inc Common Stock KRW 5000 (7.2%), Tencent Holdings Ltd Ordinary Shares (4.1%), Alibaba Group Holding Ltd (3.6%). Go to all POLEX holdings, POLEX sectors, or POLEX dividends.

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