POLEX Mutual Fund

POLEX Mutual Fund (Polar Capital Emerging Market Stars Fund) is managed by Polar Asset Management Partners with $91.9M in net assets. POLEX expense ratio is 1.00%, holding 57 positions across sectors including Communication Services, Consumer Discretionary, Financials. Inception date: 2020-12-30.

POLEX performance shows a YTD return of 14.82%. The 1-year return is 34.61% and the 5-year return is 3.92%. POLEX dividend yield stands at 0.66%, paid annually.

POLEX top holdings include Tsmc (Equity) (10.1%), Samsung Electronics Co Ltd (9.6%), Sk Hynix (9.2%), Tencent Holdings Ltd Ordinary Shares (5.0%), Phoenix Mills Ltd/the (2.5%). 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.