Polen Growth Fund;Investor

Frequently Asked Questions About POLRX

What does POLRX invest in?

The Fund seeks to achieve long term growth of capital. The Fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) that, in the investment adviser's opinion, have a sustainable competitive advantage.

What is the expense ratio of POLRX?

Polen Growth Fund;Investor (POLRX) charges an expense ratio of 1.22%. This is the annual fee deducted from fund assets to cover management and operations.

How big is POLRX?

Polen Growth Fund;Investor (POLRX) is one share class of a fund that manages $3.16B across all of its share classes (POLIX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is POLRX actively managed or an index fund?

POLRX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (POLRX's is 1.22%) in exchange for the discretion to over- or under-weight positions.

When was POLRX launched?

Polen Growth Fund;Investor (POLRX) launched in December 2010 and is managed by the fund issuer.

How has POLRX performed?

POLRX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.