Polen Growth earns a Morningstar Analyst Rating of Silver for its disciplined approach and its solid investment team.
Will POLRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POLRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the POLRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of POLRX’s parent organization’s priorities and whether they’re in line with investors’ interests.