POLIX Mutual Fund
POLIX Mutual Fund
POLIX Mutual Fund
Polen Growth Fund Institutional Class
POLIX Mutual Fund Overview
POLIX Mutual Fund (Polen Growth Fund Institutional Class) is managed by Polen Capital with $1.50B in net assets. POLIX expense ratio is 0.99%, holding 29 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2010-09-15.
POLIX performance shows a YTD return of -7.10%. The 1-year return is -9.51% and the 5-year return is 1.74%.
POLIX top holdings include Microsoft Corp (9.0%), Nvidia Corp (7.5%), Servicenow, Inc. (7.2%), Broadcom Inc (6.4%), Amazon.Com Inc (6.0%). Go to all POLIX holdings, POLIX sectors, or POLIX dividends.
POLIX can be compared against other funds. Use POLIX overlap to find shared positions, or POLIX vs another fund for a side-by-side view. POLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.