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Polen Growth Fund Institutional Class (POLIX)

US Funds

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43.44 +0.19 +0.44%

25/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 5.41B

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POLIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Polen Growth Institutional (POLIX) fund. Our Polen Growth Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.72	0.75	0.03
Shares	99.28	99.28	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	30.18	27.77
Price to Book	9.17	7.12
Price to Sales	6.34	4.70
Price to Cash Flow	20.95	18.44
Dividend Yield	0.59	0.70
5 Years Earnings Growth	13.22	13.68

Sector Allocation

Name	Net %	Category Average
Technology	40.40	39.51
Healthcare	17.59	10.83
Consumer Cyclical	15.17	14.46
Financial Services	14.30	9.90
Communication Services	11.11	12.68
Real Estate	1.44	1.46

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 25

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Amazon.com	US0231351067	11.97	188.99	+1.31%
Microsoft	US5949181045	7.43	391.85	+1.17%
Alphabet C	US02079K1079	6.32	163.85	+1.47%
Visa A	US92826C8394	5.68	335.17	-0.16%
Oracle	US68389X1054	5.23	138.49	+0.71%
Mastercard	US57636Q1040	5.00	533.48	-0.37%
ServiceNow Inc	US81762P1021	4.90	945.26	+0.71%
Shopify Inc	CA82509L1076	4.80	97.12	+2.10%
Apple	US0378331005	4.71	209.28	+0.44%
Netflix	US64110L1061	4.70	1,101.53	+0.42%

Top Equity Funds by Polen Capital

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Polen Growth Investor		197.73M	15.97	-0.33	13.20

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Recent Quotes

Name	Price	Chg.	Chg. %
Polen Growth Inst.	43.44	+0.19	+0.44%
Nikko AM Growth F.	16.077	+0.150	+0.94%
Uni-Global - Equi.	2,147.300	+3.320	+0.15%
ARTIS ABSOLUTO FU.	3.119	+0.005	+0.17%
PGIM India Global.	44.870	+0.500	+1.13%
AllianceBernstein.	36,662.000	+826.000	+2.30%
Harvest Annual In.	1.013	-0.008	-0.78%
Guggenheim Alpha .	29.840	-0.070	-0.23%