Polen Growth Fund Investor Class (POLRX) Research
The fund's core objective is to generate substantial long-term growth for its capital. It generally invests in a focused portfolio consisting of common stocks from large capitalization companies, defined as those with market capitalizations exceeding $5 billion when acquired. These companies are selected based on the Adviser's assessment of their enduring competitive advantages. Although the fund will not concentrate 25% or more of its net assets within a single industry, it maintains the flexibility to emphasize investments in one or more specific economic or stock market sectors at different times. It operates as a non-diversified fund.
Market snapshot
- Symbol
- POLRX
- Price
- $30.06
- Day change
- +0.84%
- Market cap
- $3.1B
- 52-week range
- 26.78-48.81
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Calvert Equity I (CEYIX)
- Principal Fds, Inc. - Principal Capital Appreciation Fund Cl A (CMNWX)
- Calvert Equity A (CSIEX)
- John Hancock Funds III International Growth Fund Class I (GOGIX)
- John Hancock Fds III, International Growth Fund Class A (GOIGX)
- JPMorgan Large Cap Value Fund Class I (HLQVX)
- JPMorgan Large Cap Value Fund Class R6 (JLVMX)
- JPMorgan Large Cap Value Fund Class R2 (JLVZX)
Open Polen Growth Fund Investor Class (POLRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.