Polen Growth Fund Quote
| POLIX Fund | USD 50.33 0.22 0.44% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Polen Growth is trading at 50.33 as of the 1st of December 2024; that is 0.44 percent up since the beginning of the trading day. The fund's open price was 50.11. Polen Growth has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Polen Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
The fund typically invests in a focused portfolio of common stocks of large capitalization companies that, in the Advisers opinion, have a sustainable competitive advantage. Although it may not concentrate in any industry, the fund may focus its investments from time to time in one or more sectors of the economy or stock market. More on Polen Growth Fund
Moving together with Polen Mutual Fund
Moving against Polen Mutual Fund
Polen Mutual Fund Highlights
| Fund Concentration | Polen Capital Funds, Large Growth Funds, Large Growth, Polen Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | April |
Polen Growth Fund [POLIX] is traded in USA and was established 1st of December 2024. Polen Growth is listed under Polen Capital category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Polen Capital family. This fund at this time has accumulated 7.56 B in assets with minimum initial investment of 100 K. Polen Growth is currently producing year-to-date (YTD) return of 16.91%, while the total return for the last 3 years was -0.11%.
Check Polen Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Polen Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Polen Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Polen Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Polen Growth Fund Mutual Fund Constituents
| ORCL | Oracle | Stock | Information Technology | |
| ADP | Automatic Data Processing | Stock | Information Technology | |
| ACN | Accenture plc | Stock | Information Technology | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NOW | ServiceNow | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Polen Growth Top Holders
| RELAX | Fundx Servative Upgrader | Mutual Fund | Tactical Allocation | |
| SRIFX | Fundx Sustainable Impact | Mutual Fund | Large Growth | |
| SMIFX | Sound Mind Investing | Mutual Fund | Allocation--85%+ Equity | |
| SAPEX | Spectrum Advisors Preferred | Mutual Fund | Tactical Allocation | |
| SMILX | Smi Servative Allocation | Mutual Fund | Allocation--70% to 85% Equity |
Polen Growth Risk Profiles
| Mean Deviation | 0.6478 | |||
| Semi Deviation | 0.6458 | |||
| Standard Deviation | 0.8547 | |||
| Variance | 0.7306 |
Polen Growth Against Markets
Other Information on Investing in Polen Mutual Fund
Polen Growth financial ratios help investors to determine whether Polen Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Polen with respect to the benefits of owning Polen Growth security.
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