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POLIX Mutual Fund Price & Analysis

The Polen Growth Fund Institutional Class (POLIX) is a mutual fund that focuses on investing in high-growth companies with strong fundamentals and potential for long-term success. It is managed by Polen Capital, a leading investment management firm known for its disciplined and research-driven approach. This fund aims to provide investors with capital appreciation by investing in a diversified portfolio of large-cap growth stocks. With a focus on quality and sustainability, POLIX offers institutional investors the opportunity to participate in the growth potential of established and emerging companies.

POLIX Mutual Fund Chart & Stats

Previous Close$43.38
Sub-CategoryLarge Cap
Total Liabilities23.31M
Expense Ratio0.98%
Holding Count24
Brandfundvantage trust
Dividend YieldN/A
CategoryEquity
Total Assets8.00B
Shares OutstandingN/A
52-Week Range$33.84 - $46.35

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.
14.51%
Microsoft
9.42%
ServiceNow Inc
7.19%
Alphabet Inc. Class C
6.69%
Adobe Systems Incorporated
6.04%
Netflix
5.66%
Salesforce.com
5.13%
Mastercard Inc
4.81%
Visa Inc.
4.55%
Accenture Plc
3.87%
Total67.88%

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