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Financial Services

Polen Growth Fund Investor Class(POLRX)

Fund

Live Price

Offline

$30.06

+0.84% today

1Y Change

-33.27%

Window

Jun 23, 2025 โ†’ Jun 17, 2026

Market Cap
$3.05B
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 248 bars ยท Jun 23, 2025 โ†’ Jun 17, 2026

Research Briefing

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

Decision context

Research Snapshot

Polen Growth Fund Investor Class (POLRX) is a fund with a market cap of $3.05B and listed on NASDAQ. The fund last traded around $30.06 and down 33.3% across the available one-year price window (Jun 23, 2025 โ†’ Jun 17, 2026). Stock Foundry combines POLRX 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

POLRX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

POLRX Max Drawdown

-45.13%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for POLRX and SPY.

Calendar-year return history is still loading or unavailable.

POLRX 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$0.00Annual
Dec 7, 2018Dec 6, 2018Dec 10, 2018$0.71$0.71Annual
Dec 7, 2017Dec 6, 2017Dec 8, 2017$0.40$0.40Annual
Dec 9, 2015Dec 8, 2015Dec 10, 2015$0.83$0.83Annual
Dec 9, 2014Dec 8, 2014Dec 10, 2014$1.25$1.25Annual
Dec 10, 2013Dec 9, 2013Dec 11, 2013$0.21$0.21Annual
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

Go deeper on income quality

Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.