POLIX Mutual Fund

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, Health Care, Consumer Discretionary. Inception date: 2010-09-15.

POLIX performance shows a YTD return of -9.42%. The 1-year return is -9.97% and the 5-year return is -1.00%. POLIX dividend yield stands at 38.76%, paid annually.

POLIX top holdings include Eli Lilly & Co. (7.5%), Nvidia Corp (7.2%), Microsoft Corp (7.1%), Broadcom Inc (6.8%), Alphabet Inc (6.7%). 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.