Polen Capital

Statistics as of May 01, 2025

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Found total of 11 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield ▲3yr SharpeYTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
0.96%
TTM Yield
0.0%
3yr Sharpe
0.16
YTD Return
-6.2%
3yr Return
25.4%
1yr Return
6.1%
Total Assets
$6B
6M Money Flow
-$1B
Global Large-Stock Growth
Expense Ratio
0.98%
TTM Yield
0.0%
3yr Sharpe
0.17
YTD Return
-5.0%
3yr Return
25.2%
1yr Return
4.7%
Total Assets
$348M
6M Money Flow
-$60M
Small Growth
Expense Ratio
1.10%
TTM Yield
0.0%
3yr Sharpe
-0.23
YTD Return
-11.7%
3yr Return
-2.2%
1yr Return
-0.8%
Total Assets
$34M
6M Money Flow
-$8M
Mid-Cap Growth
Expense Ratio
1.05%
TTM Yield
0.0%
3yr Sharpe
-0.26
YTD Return
-14.3%
3yr Return
-5.2%
1yr Return
-4.8%
Total Assets
$4M
6M Money Flow
-$7M
Diversified Emerging Mkts
Expense Ratio
1.25%
TTM Yield
0.2%
3yr Sharpe
-0.01
YTD Return
4.2%
3yr Return
13.7%
1yr Return
9.4%
Total Assets
$15M
6M Money Flow
-$6M
Foreign Large Growth
Expense Ratio
0.85%
TTM Yield
0.3%
3yr Sharpe
-
YTD Return
2.4%
3yr Return
-
1yr Return
0.6%
Total Assets
$27M
6M Money Flow
-$63K
Foreign Large Growth
Expense Ratio
1.05%
TTM Yield
0.4%
3yr Sharpe
-0.02
YTD Return
1.5%
3yr Return
11.8%
1yr Return
0.4%
Total Assets
$175M
6M Money Flow
-$30M
High Yield Bond
Expense Ratio
0.65%
TTM Yield
7.7%
3yr Sharpe
-
YTD Return
0.5%
3yr Return
-
1yr Return
6.5%
Total Assets
$3M
6M Money Flow
-$232K
High Yield Bond
Expense Ratio
0.79%
TTM Yield
8.1%
3yr Sharpe
-0.02
YTD Return
0.1%
3yr Return
14.4%
1yr Return
6.1%
Total Assets
$298M
6M Money Flow
-$11M
Bank Loan
Expense Ratio
0.75%
TTM Yield
9.6%
3yr Sharpe
-
YTD Return
-0.6%
3yr Return
-
1yr Return
4.6%
Total Assets
$9M
6M Money Flow
-$144K
High Yield Bond
Expense Ratio
0.75%
TTM Yield
10.0%
3yr Sharpe
-
YTD Return
-2.1%
3yr Return
-
1yr Return
1.8%
Total Assets
$41M
6M Money Flow
$11M