Polen Growth Institutional (POLIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:05AM EDT. Market open.
Polen Growth Institutional
WILMINGTON DE 19809
301 BELLEVUE PARKWAY
FundVantage Trust (Polen)
3027911906
Management information
,Lead manager since 31 December 2018
Brandon Ladoff is Head of Sustainable Investing, Portfolio Manager & Analyst at Polen. Prior to joining Polen Capital, Mr. Ladoff spent over four years as a corporate lawyer at Willkie Farr & Gallagher LLP. Prior to that, he spent a year as a Tax Associate at PricewaterhouseCoopers LLP. Mr. Ladoff received his B.S. in Accounting from the University of Florida, where he graduated summa cum laude. He also completed a Certificate in Business Policy at the Wharton School of Business and earned a J.D. from the University of Pennsylvania Law School, where he graduated cum laude.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Growth
Fund familyPolen Capital
Net assets8.12B
YTD return8.19%
Yield0.00%
Morningstar rating★★★
Inception date14 Sept 2010
Fund operations
Last dividend0.00
Last cap gain15.00
Holdings turnover19.00%
Average for categoryN/A
Fees and expenses
ExpensePOLIXCategory average
Annual report expense ratio (net)0.98%0.99%
Prospectus net expense ratio0.98%N/A
Prospectus gross expense ratio0.98%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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