POIIX Mutual Fund

POIIX Mutual Fund (Polen International Growth Fund Institutional Class) is managed by Polen Capital with $24.8M in net assets. POIIX expense ratio is 1.10%, holding 31 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2016-12-30.

POIIX performance shows a YTD return of -5.78%. The 1-year return is -7.81% and the 5-year return is -3.35%. POIIX dividend yield stands at 0.05%, paid annually.

POIIX top holdings include ASML HOLDING NV (8.1%), Tokyo Electron Limited (6.2%), Mercadolibre Inc (5.9%), Schneider Electric Se (5.8%), Spotify Technology Sa Common Stock Usd 0.000625 (5.7%). Go to all POIIX holdings, POIIX sectors, or POIIX dividends.

POIIX can be compared against other funds. Use POIIX overlap to find shared positions, or POIIX vs another fund for a side-by-side view. POIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.