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Polen Growth Fund Investor Class (POLRX)

US Funds

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41.50 +1.06 +2.62%

24/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 197.73M

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POLRX Holdings

Comprehensive information about top holdings and Key Holding Information for the Polen Growth Investor (POLRX) fund. Our Polen Growth Investor 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	0.40	0.63	0.23
Shares	99.60	99.60	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	28.88	27.77
Price to Book	9.03	7.12
Price to Sales	5.67	4.70
Price to Cash Flow	20.27	18.44
Dividend Yield	0.61	0.70
5 Years Earnings Growth	14.98	13.68

Sector Allocation

Name	Net %	Category Average
Technology	40.89	39.51
Healthcare	18.73	10.83
Consumer Cyclical	16.82	14.46
Financial Services	13.76	9.90
Communication Services	9.80	12.68

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 24

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Amazon.com	US0231351067	13.63	188.99	+1.31%
Microsoft	US5949181045	7.97	391.85	+1.17%
Alphabet C	US02079K1079	5.84	163.85	+1.47%
ServiceNow Inc	US81762P1021	5.51	945.26	+0.71%
Visa A	US92826C8394	5.21	335.17	-0.16%
Mastercard	US57636Q1040	4.92	533.48	-0.37%
Thermo Fisher Scientific	US8835561023	4.73	424.24	-0.57%
Apple	US0378331005	4.59	209.28	+0.44%
Adobe	US00724F1012	4.47	367.72	+1.89%
Oracle	US68389X1054	4.22	138.49	+0.71%

Top Equity Funds by Polen Capital

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Polen Growth Institutional		5.41B	-6.31	2.65	12.36

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Recent Quotes

Name	Price	Chg.	Chg. %
Polen Growth Inve.	41.50	+1.06	+2.62%
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Fidelity Funds - .	1.842	-0.002	-0.11%
Investec Global S.	32.090	+0.320	+1.01%
SunAmerica Series.	12.550	-0.010	-0.08%
Fidelity Funds .	2.763	+0.017	+0.62%