Polen Growth Fund

Shareclass

Polen Growth Institutional (POLIX)

Type

Open-end mutual fund

Manager

Polen Capital

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

88.9

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 285 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Mastercard Inc Class A
5% of assets
$336.19M invested
2. Accenture PLC Class A
3.32% of assets
$223.21M invested
3. Novo Nordisk AS ADR
1.45% of assets
$97.36M invested
4. Microsoft Corp
7.43% of assets
$499.62M invested
5. Workday Inc Class A
2.88% of assets
$193.48M invested
6. Airbnb Inc Ordinary Shares - Class A
3.08% of assets
$207.36M invested
7. ServiceNow Inc
4.9% of assets
$329.52M invested
8. Zoetis Inc Class A
3.57% of assets
$240M invested
9. Visa Inc Class A
5.68% of assets
$381.5M invested
10. Adobe Inc
3.66% of assets
$246M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Shopify Inc Registered Shs -A- Subord Vtg
4.8% of assets
$322.65M invested
2. Paycom Software Inc
1.75% of assets
$117.61M invested
3. MSCI Inc
3.52% of assets
$236.35M invested
4. CoStar Group Inc
1.43% of assets
$95.98M invested
5. Oracle Corp
5.23% of assets
$351.67M invested
6. Apple Inc
4.71% of assets
$316.34M invested
7. Netflix Inc
4.7% of assets
$315.98M invested
8. Gartner Inc
1.42% of assets
$95.29M invested
9. Eli Lilly and Co
3.07% of assets
$206.7M invested
10. Amazon.com Inc
12% of assets
$804.69M invested

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Financial performance

Performance data provided by

Find more financial data on POLIX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

POLIX

Polen Growth Fund

Family

Polen Capital

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.1% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

POLIX

Polen Growth Fund

Family

Polen Capital

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.1% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

POLIX

Polen Growth Fund

Family

Polen Capital

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.1% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
POLIX - Polen Growth Fund

0.66%

2.65%

12%

56 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-7.56%

-6.38%

-6.45%

-0.1%

1 / 100 points higher

Find more financial data on POLIX at Morningstar.com

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