Polen Mutual Funds List
Here you can find all mutual funds issued by Polen 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
- -3.07%
- Avg. 5 Year Return
- -1.07%
- Median Risk/Return Score
- 2 / 100
Polen Mutual Funds List
1 result
| 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 Global Growth Fund | Global Equities | Dec 29, 2014 | 0.99% | -8.77% | 9.70% | 23.69% | 1 |
Explore top Polen Mutual Fund Categories and Asset Classes
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 Mutual funds by Risk/Return Score
The top Polen Mutual funds by PortfoliosLab Risk/Return Score are PBSIX (28) and DDJIX (5).
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 | 28 | — | Nov 2017 | |
| Polen DDJ Opportunistic High Yield Fund | 5 | — | Jul 2015 | |
| Polen Global Emerging Markets Growth Fund | 3 | — | Oct 2020 | |
| Polen Global Growth Fund | 1 | — | Dec 2014 | |
| Polen International Growth Fund | 1 | — | Dec 2016 |
Best-Performing Polen Mutual funds Over 5 Years
The top Polen Mutual funds is DDJIX (1.48%).
Across the lineup, Polen Mutual funds show an average 1-year return of -3.07% and an average 5-year return of -1.07%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Polen DDJ Opportunistic High Yield Fund | 1.48% | — | Jul 2015 | |
| Polen Global Growth Fund | -0.04% | — | Dec 2014 | |
| Polen Growth Fund | -0.67% | — | Sep 2010 | |
| Polen U.S. Small Company Growth Fund | -1.75% | — | Nov 2017 | |
| Polen International Growth Fund | -4.37% | — | Dec 2016 |
Lowest-Cost Polen Mutual funds
The top Polen Mutual funds is DDJIX (0.79%).
With an average expense ratio of 1.05%, Polen 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 Mutual funds
The top Polen Mutual funds is POLIX (42.13%).
Across the lineup, Polen Mutual funds show an average dividend yield of 12.26%, 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 | 42.13% | — | Sep 2010 | |
| Polen Global Growth Fund | 23.69% | — | Dec 2014 | |
| Polen DDJ Opportunistic High Yield Fund | 7.69% | — | 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.