POLIX Mutual Fund (Polen Growth Fund Institutional Class) is managed by Polen Capital with $3.51B in net assets. POLIX expense ratio is 0.97%, holding 29 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2010-09-15.

POLIX performance shows a YTD return of -4.55%. The 1-year return is -6.37% and the 5-year return is 7.05%. POLIX dividend yield stands at 41.52%, paid annually.

POLIX top holdings include Amazon.Com Inc (8.9%), Microsoft Corp (8.4%), Oracle Corp - Common (7.8%), Shopify Inc Class A (6.0%), Broadcom Inc (5.7%). View all POLIX holdings, sector breakdown, or dividend history.

POLIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.