Polen International Growth Investor (POIRX) Research
This fund typically allocates capital to a concentrated portfolio, generally comprising 25 to 35 equity positions. It targets large-capitalization businesses, defined as those with market valuations exceeding $5 billion at the time of purchase, across both mature and growth markets. A key selection criterion is the Adviser's assessment of a company's robust and lasting competitive edge. The majority of its investments are directed towards international (non-U.S.) stocks. This particular fund is categorized as non-diversified.
Market snapshot
- Symbol
- POIRX
- Price
- $14.60
- Day change
- +2.10%
- Market cap
- $87.3M
- 52-week range
- 12.79-16.51
- 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 Institutional (POIIX)
Open Polen International Growth Investor (POIRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.