Polen International Growth Institutional (POIIX) Research
The fund strategically allocates its capital to a concentrated selection of approximately 25 to 35 common stocks. These holdings represent large-capitalization companies, defined as having a market valuation exceeding $5 billion when acquired, across both established and developing global markets. The investment adviser seeks out businesses that, in their judgment, demonstrate a durable competitive advantage. A significant portion of its assets are invested in non-U.S. equity instruments. It is characterized as a non-diversified fund.
Market snapshot
- Symbol
- POIIX
- Price
- $14.84
- Day change
- +2.13%
- Market cap
- $87.3M
- 52-week range
- 12.98-16.75
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock Long-Term Municipal Advantage Trust (BTA)
- Eaton Vance Focused Growth Opportunities Fund Class A (EAFGX)
- Vest US Large Cap 20% Buffer Strategies Fund Class Institutional Shares (ENGIX)
- Vest US Large Cap 20% Buffer Strategies Fund Class Investor Shares (ENGLX)
- Cromwell Greenspring Mid Cap Fund Institutional Class (GRSPX)
- Morgan Stanley Institutional Fund Inc. - Emerging Markets Leaders Portfolio Class I (MELIX)
- Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX)
- Polen International Growth Investor (POIRX)
Open Polen International Growth Institutional (POIIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.