POLIX Mutual Fund

POLIX Mutual Fund (Polen Growth Fund Institutional Class) is managed by Polen Capital with $1.54B in net assets. POLIX expense ratio is 0.99%, holding 29 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2010-09-15.

POLIX performance shows a YTD return of -6.21%. The 1-year return is -5.85% and the 5-year return is 1.74%. POLIX dividend yield stands at 38.76%, paid annually.

POLIX top holdings include Microsoft Corp (8.3%), Broadcom Inc (7.4%), Eli Lilly & Co. (6.8%), Amazon.Com Inc (6.4%), Alphabet Inc. C (6.3%). 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.