Polen Growth Fund;Investor
POLRX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- David Polen
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- WILMINGTON DE 19809 West Palm Beach FL United States of America 33401
- IPO Date
- Dec 30, 2010
- CIK
- 0001388485
- Website
- polencapital.com
- Similar Companies
- Business
- Polen Growth Fund Investor Class (POLRX) is an open-end mutual fund managed by Polen Capital Management, LLC that seeks long-term capital appreciation by investing in a concentrated portfolio of 20 to 30 large-cap growth companies with sustainable above-average earnings growth, durable competitive advantages, high returns on capital, and strong management teams; the fund primarily targets U.S. equities in sectors such as information technology (approximately 45%), health care (16%), financials (15%), and consumer discretionary (12%), with top holdings including Microsoft Corp., Oracle Corp., Amazon.com Inc., Shopify Inc., and Broadcom Inc. The Investor Class shares (ticker: POLRX; CUSIP: 360873665) feature a minimum investment of $3,000, a net expense ratio of 1.22%, and inception date of December 30, 2010, complementing the Institutional Class (POLIX) launched on September 15, 2010. Polen Capital Management, founded over 30 years ago and headquartered in Boca Raton, Florida, serves as the investment adviser under a contractual expense limitation through August 31, 2025, capping total operating expenses at 1.00%; the firm operates globally, delivering high-conviction growth equity and high-yield credit strategies to institutional and individual investors. Recent developments include portfolio manager transitions effective January 1, 2025, with Dan Power shifting focus to Polen Global Growth and Austin Fields to Polen International Growth, while Polen Focus Growth (encompassing POLRX) remains supported by two senior managers; additionally, Polen Capital added a veteran U.S. Small Company Growth investment team led by Andrew Cupps in 2025 to expand capabilities, alongside routine holdings adjustments such as exiting Apple in Q2 2025 and initiating positions like Paylocity in Q3 2024.