POLRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Polen Growth Investor (POLRX) Ownership - Who owns Polen Growth Investor?

The investment seeks to achieve long-term growth of capital... Show more

Category: #Large Growth

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

POLRX

Net Assets

5.38B

Fund Existence

over 14 years

Turnover

18.00

Total Expense Ratio

1.21

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

3000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Growth

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.21

Assets in Top Ten Holdings

5.41B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

189M

Fund Type

OpenEnd

Index Fund

Management Fee

0.85

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

25.00

Number of Net Holdings

26.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

60.76%

Gain YTD

-11.720

Annual Yield % from dividends

0.00

Returns for 1 year

-6.99

Returns for 3 years

-1.85

Returns for 5 years

21.96

Returns for 10 years

114.39

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General Information

Category LargeGrowth

Profile

Fundamentals

Details