POLRX Mutual Fund

POLRX Mutual Fund (Polen Growth Fund Investor Class) is managed by Polen Capital with $90.0M in net assets. POLRX expense ratio is 1.24%, holding 29 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2010-12-30.

POLRX performance shows a YTD return of -6.38%. The 1-year return is -6.08% and the 5-year return is -1.07%. POLRX dividend yield stands at 41.19%, paid annually.

POLRX 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 POLRX holdings, POLRX sectors, or POLRX dividends.

POLRX can be compared against other funds. Use POLRX overlap to find shared positions, or POLRX vs another fund for a side-by-side view. POLRX alternatives are available via the screener, along with tax-loss harvesting opportunities.