POLIX Mutual Fund (Polen Growth Fund Institutional Class) is managed by Polen Capital with $2.07B in net assets. POLIX expense ratio is 0.97%, holding 28 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2010-09-15.

POLIX performance shows a YTD return of -4.10%. The 1-year return is -0.30% and the 5-year return is 4.89%. POLIX dividend yield stands at 38.33%, paid annually.

POLIX top holdings include Amazon.Com Inc (9.3%), Microsoft Corp (7.5%), Eli Lilly & Co (5.9%), Alphabet Inc. C (5.9%), Broadcom Inc (5.4%). 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.