Polen International Growth Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Polen International Growth Fund Institutional Class POIIX
- NAV / 1-Day Return 14.82 / +0.61 %
- Total Assets 22.4M
-
Adj. Expense Ratio
1.100%
- Expense Ratio 1.100%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Foreign Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.05%
- Turnover 59%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:50 AM GMT+0
Morningstar’s Analysis POIIX
Will POIIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
ASML Holding NV | 8.11 | 2M | Technology |
Tokyo Electron Ltd | 6.16 | 2M | Technology |
MercadoLibre Inc | 5.91 | 1M | Consumer Cyclical |
Schneider Electric SE | 5.81 | 1M | Industrials |
Spotify Technology SA | 5.69 | 1M | Communication Services |
Shopify Inc Registered Shs -A- Subord Vtg | 5.14 | 1M | Technology |
Lonza Group Ltd | 4.91 | 1M | Healthcare |
ASM International NV | 4.59 | 1M | Technology |
Tencent Holdings Ltd | 4.22 | 1M | Communication Services |
Disco Corp | 4.15 | 1M | Technology |
United States