POLIX Polen Growth Fund Institutional Class

This is an open ended mutual fund. 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& 39 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. It is non-diversified.

As of 08/14/2022

Mutual Fund Information
Sponsor:     FundVantage
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Growth
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     09/15/2010
Market cap:     $11,061,780,000
Current yield:     0.00%
Fees:     1.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
Investment style: Actively managed

2022 © Stock Market MBA, Inc. Terms of use | Privacy policy