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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Polen Capital Management Inc funds
Performance
The fund has returned 10.81 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 6.1% |
| 1 Year | 10.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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. The fund is non-diversified.
Fees
Fees are High compared to funds in the same category.
Polen Growth Fund has an expense ratio of 1.25 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
