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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

Profile

Category
Large Growth
Address
FundVantage Trust (Polen)301 BELLEVUE PARKWAYWILMINGTON
Phone
3027911906
Web
www.polencapital.com

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
1.21
Min. Initial Investment
3000.00
Fund Existence
over 14 years
Turnover
18.00
Front Load
N/A
Net Assets
5820878000.00
Manager Tenure
N/A

Fundamentals

POLRX
Net Assets
5.82B
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
No
Fund Share Class Net Assets
207M
Fund Type
OpenEnd
Index Fund
No
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
-5.327
Annual Yield % from dividends
0.00
Returns for 1 year
-2.91
Returns for 3 years
-9.24
Returns for 5 years
50.76
Returns for 10 years
136.55
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General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
FundVantage Trust (Polen)301 BELLEVUE PARKWAYWILMINGTON
Phone
3027911906
Web
www.polencapital.com