POLRX Mutual Fund

POLRX Mutual Fund (Polen Growth Fund Investor Class) is managed by Polen Capital with $93.1M in net assets. POLRX expense ratio is 1.22%, holding 27 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 2010-12-30.

POLRX performance shows a YTD return of -9.54%. The 1-year return is -10.19% and the 5-year return is -1.24%. POLRX dividend yield stands at 41.19%, paid annually.

POLRX 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 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.