Polen Capital Mutual Funds List
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.
- Number of Funds
- 6
- Avg. Expense Ratio
- 1.05%
- Avg. 1 Year Return
- 10.14%
- Avg. 5 Year Return
- 1.45%
- Median Risk/Return Score
- 3 / 100
Polen Capital Mutual Funds List
6 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | 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% | 1.02% | 3.12% | 7.61% | 9 | ||||||||
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | Nov 1, 2017 | 1.26% | 29.99% | — | 0.00% | 59 | ||||||||
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | Oct 15, 2020 | 1.25% | 3.31% | — | 0.00% | — | ||||||||
| Polen Global Growth Fund | Global Equities | Dec 29, 2014 | 0.99% | -3.33% | 10.68% | 22.36% | 2 | ||||||||
| Polen International Growth Fund | Foreign Large Cap Equities | Dec 29, 2016 | 1.03% | -5.94% | — | 0.05% | 1 | ||||||||
| Polen Growth Fund | Large Cap Growth Equities | Sep 15, 2010 | 0.96% | -3.38% | 12.70% | 37.63% | 3 |
Explore top Polen Capital Mutual Fund Categories and Asset Classes
Polen Capital Equity Mutual fundsPolen Capital Bond Mutual fundsPolen Capital Multi-Asset Mutual fundsPolen Capital Emerging Markets Diversified Mutual fundsPolen Capital Foreign Large Cap Equities Mutual fundsPolen Capital Global Equities Mutual fundsPolen Capital High Yield Bonds Mutual fundsPolen Capital Large Cap Growth Equities Mutual funds
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
Best Polen Capital Mutual funds by Risk/Return Score
The top Polen Capital Mutual funds by PortfoliosLab Risk/Return Score are PBSIX (59) and DDJIX (9).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Polen U.S. Small Company Growth Fund | 59 | — | Nov 2017 | |
| Polen DDJ Opportunistic High Yield Fund | 9 | — | Jul 2015 | |
| Polen Growth Fund | 3 | — | Sep 2010 | |
| Polen Global Growth Fund | 2 | — | Dec 2014 | |
| Polen International Growth Fund | 1 | — | Dec 2016 |
Best-Performing Polen Capital Mutual funds Over 5 Years
The top Polen Capital Mutual funds is POLIX (3.93%).
Across the lineup, Polen Capital Mutual funds show an average 1-year return of 10.14% and an average 5-year return of 1.45%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Polen Growth Fund | 3.93% | — | Sep 2010 | |
| Polen U.S. Small Company Growth Fund | 3.18% | — | Nov 2017 | |
| Polen Global Growth Fund | 2.44% | — | Dec 2014 | |
| Polen DDJ Opportunistic High Yield Fund | 1.95% | — | Jul 2015 | |
| Polen International Growth Fund | -4.25% | — | Dec 2016 |
Lowest-Cost Polen Capital Mutual funds
The top Polen Capital Mutual funds is DDJIX (0.79%).
With an average expense ratio of 1.05%, Polen Capital Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Polen DDJ Opportunistic High Yield Fund | 0.79% | — | Jul 2015 | |
| Polen Growth Fund | 0.96% | — | Sep 2010 | |
| Polen Global Growth Fund | 0.99% | — | Dec 2014 | |
| Polen International Growth Fund | 1.03% | — | Dec 2016 | |
| Polen Global Emerging Markets Growth Fund | 1.25% | — | Oct 2020 |
Highest-Yield Polen Capital Mutual funds
The top Polen Capital Mutual funds is POLIX (37.63%).
Across the lineup, Polen Capital Mutual funds show an average dividend yield of 11.28%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Polen Growth Fund | 37.63% | — | Sep 2010 | |
| Polen Global Growth Fund | 22.36% | — | Dec 2014 | |
| Polen DDJ Opportunistic High Yield Fund | 7.61% | — | Jul 2015 | |
| Polen International Growth Fund | 0.05% | — | Dec 2016 | |
| Polen U.S. Small Company Growth Fund | 0.00% | — | Nov 2017 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
POLIX vs. OLGAXPOLIX vs. WCMIXPOLIX vs. VOOPOLIX vs. VKSIXPOLIX vs. QQQPBSIX vs. AVUVPBSIX vs. CTSIXPBSIX vs. DMCRXPBSIX vs. PXQSXPBSIX vs. HRSMXPGIIX vs. SPYPGIIX vs. QQQPGIIX vs. VUSA.LPGIIX vs. CAEIXPGIIX vs. ARTHXDDJIX vs. FSREXDDJIX vs. PRFRXDDJIX vs. SCHXDDJIX vs. VOODDJIX vs. PRCPXPOIIX vs. OAKIXPOIIX vs. VEAPOIIX vs. TBGVXPOIIX vs. TIVFXPOIIX vs. FSGEXPGEIX vs. CEMFXPGEIX vs. FERGXPGEIX vs. DEMIXPGEIX vs. TEMZXPGEIX vs. TEQLX