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Financial Services

Polen Growth Fund Institutional Class(POLIX)

Fund

Live Price

Offline

$31.92

+0.82% today

1Y Change

-31.46%

Window

Jun 23, 2025 โ†’ Jun 18, 2026

Market Cap
$3.06B
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 249 bars ยท Jun 23, 2025 โ†’ Jun 18, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Polen Growth Fund Institutional Class (POLIX) is a fund with a market cap of $3.06B and listed on NASDAQ. The fund last traded around $31.92 and down 31.5% across the available one-year price window (Jun 23, 2025 โ†’ Jun 18, 2026). Stock Foundry combines POLIX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

POLIX

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

POLIX Max Drawdown

-44.20%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for POLIX and SPY.

Calendar-year return history is still loading or unavailable.

POLIX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Annual

Dividend Yield

No active yield

Trailing 12M Payout

$13.00

Last Payout

$13.00
Ex: Dec 3, 2025 ยท Pay: Dec 3, 2025
Ex-DateRecordPayDividendAdjFrequency
Dec 3, 2025Dec 2, 2025Dec 3, 2025$13.00$13.00Annual
Dec 4, 2024Dec 3, 2024Dec 5, 2024$2.46$2.46Annual
Dec 7, 2022Dec 6, 2022Dec 7, 2022$3.21$3.21Annual
Dec 8, 2021Dec 7, 2021Dec 9, 2021$2.17$2.17Annual
Dec 3, 2020Dec 2, 2020Dec 4, 2020$0.58$0.58Annual
Dec 5, 2019Dec 4, 2019Dec 6, 2019$0.00$0.00Semi-Annual
Apr 30, 2019โ€”โ€”$0.01$0.01Monthly
Mar 29, 2019โ€”โ€”$0.01$0.01Monthly
Feb 28, 2019โ€”โ€”$0.01$0.01Quarterly
Dec 7, 2018Dec 6, 2018Dec 10, 2018$0.71$0.71Annual
Dec 7, 2017Dec 6, 2017Dec 8, 2017$0.40$0.40Annual
Dec 8, 2016Dec 7, 2016Dec 9, 2016$0.00$0.00Annual
Dec 9, 2015Dec 8, 2015Dec 10, 2015$0.83$0.83Annual
Dec 9, 2014Dec 8, 2014Dec 10, 2014$1.26$1.26Annual
Dec 10, 2013Dec 9, 2013Dec 11, 2013$0.24$0.24Annual
Dec 6, 2012Dec 5, 2012Dec 7, 2012$0.06$0.06Annual
Dec 8, 2011Dec 7, 2011Dec 9, 2011$0.00$0.00Annual
No upcoming dividends in the next 90 days

Next Step

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