- 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) manages $3.19B in total assets. 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's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- 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.
