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POLIX Mutual Fund Price & Analysis

The fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) that, in the Adviser's opinion, have a sustainable competitive advantage. Although it may not "concentrate" (invest 25% or more of its net assets) in any industry, the fund may focus its investments from time to time in one or more sectors of the economy or stock market. It is non-diversified.

POLIX Mutual Fund Chart & Stats

$49.56
-$1.09(-2.15%)
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POLIX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Amazon.Com, Inc.
10.00%
Oracle Corporation
9.45%
Microsoft
9.07%
Visa Inc.
5.98%
Shopify Inc.
5.31%
Mastercard Inc
5.19%
Alphabet Inc. Class C
4.27%
Eli Lilly And Company
4.14%
Abbott Laboratories
4.10%
Zoetis
3.81%
Total61.31%

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