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Nasdaq - Delayed Quote USD

Polen International Growth Institutional (POIIX)

14.30
-0.17
(-1.17%)
At close: 8:01:58 PM EDT
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  • Previous Close 14.47
  • YTD Return 0.58%
  • Expense Ratio 1.05%
  • Category Foreign Large Growth
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 177.54M
  • Beta (5Y Monthly) 1.11
  • Yield 0.45%
  • 5y Average Return --
  • Holdings Turnover 15.00%
  • Last Dividend 0.07
  • Inception Date Dec 30, 2016

The fund typically invests in a focused portfolio of approximately 25 to 35 common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase), including companies in both developed and emerging markets, that, in the Adviser's opinion, have a sustainable competitive advantage. It invests primarily in non-U.S. equity securities. The fund is non-diversified.

Polen Capital

Fund Family

Foreign Large Growth

Fund Category

177.54M

Net Assets

2016-12-30

Inception Date

More about Polen International Growth Institutional

Performance Overview: POIIX

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Trailing returns as of 4/3/2025. Category is Foreign Large Growth.

YTD Return

POIIX
0.58%
Category
7.01%
 

1-Year Return

POIIX
7.53%
Category
34.50%
 

3-Year Return

POIIX
0.66%
Category
13.81%
 

5-Year Return

POIIX
3.81%
Category
13.83%
 

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Holdings: POIIX

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Sector Weightings

SectorPOIIX
Technology   40.48%
Financial Services   17.16%
Healthcare   16.91%
Consumer Cyclical   12.15%
Industrials   7.75%
Consumer Defensive   3.52%
Communication Services   2.02%
Real Estate   0.00%
Basic Materials   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: POIIX

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Research Reports: POIIX

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