Polen Growth Fund

Scorecard
3 / 5 Stars
Lipper
2 1 5 2 5
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.77 percent over the past year, and 12.87 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 19.8%
3 Years (Annualized) 12.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term growth of capital. 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.

Fees

Fees are Average compared to funds in the same category.
Polen Growth Fund has an expense ratio of 1.00 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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