- What are the top holdings of PGIIX?
- A machine-readable holdings disclosure for Polen Capital Global Growth Fund- Institutional Class (PGIIX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does PGIIX invest in?
- Polen Capital Global Growth Fund- Institutional Class (PGIIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PGIIX most exposed to?
- PGIIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PGIIX a US-only fund?
- The country allocation card on this page shows PGIIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does PGIIX invest in?
- This fund employs a concentrated investment strategy, typically holding 25 to 40 equity positions in large-capitalization companies. These businesses, which must possess market valuations exceeding $5 billion at the point of purchase, operate globally, spanning both mature and developing economies. Its portfolio will feature holdings from at least three different nations. Ordinarily, a minimum of 40% of its net assets will be allocated to international stocks; however, this threshold may be reduced to no less than 30% should market conditions prove challenging. The fund operates as a non-diversified investment vehicle.
