Here you can find all mutual funds issued by Polen Capital and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Polen Capital
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | Jul 16, 2015 | 0.79% | 3.70% | — | 10.06% | ||||||||
Polen U.S. SMID Company Growth Fund | Mid Cap Growth Equities | Mar 31, 2021 | 1.05% | -4.56% | — | 0.00% | ||||||||
Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | Nov 1, 2017 | 1.26% | -4.32% | — | 0.00% | ||||||||
Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | Oct 15, 2020 | 1.25% | 4.62% | — | 0.03% | ||||||||
Polen Global Growth Fund | Global Equities | Dec 29, 2014 | 0.99% | 5.38% | — | 0.00% | ||||||||
Polen International Growth Fund | Foreign Large Cap Equities | Dec 29, 2016 | 1.03% | 0.61% | — | 0.32% | ||||||||
Polen Growth Fund | Large Cap Growth Equities | Sep 15, 2010 | 0.96% | 6.96% | 14.19% | 0.00% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years