POLIX Mutual Fund (Polen Growth Fund Institutional Class) is managed by Polen Capital with $1.65B in net assets. POLIX expense ratio is 0.97%, holding 27 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2010-09-15.

POLIX performance shows a YTD return of -10.83%. The 1-year return is -10.45% and the 5-year return is 2.21%. POLIX dividend yield stands at 41.22%, paid annually.

POLIX top holdings include Broadcom Inc (7.5%), Microsoft Corp 4.100 Feb 06 37 (7.2%), Alphabet Inc series C (6.6%), Amazon.Com Inc (6.3%), Oracle Corp. (5.6%). View all POLIX holdings, sector breakdown, or dividend history.

POLIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.