POLRX
Polen Growth Fund;Investor
1W: -0.1%
1M: -0.4%
3M: +3.0%
YTD: -7.0%
1Y: -9.7%
3Y: +27.4%
5Y: -5.9%
$31.18
+0.18 (+0.58%)
Weekly Expected Move ±1.8%
$30
$30
$31
$32
$32
Similar ETFs
20 peers by holdings overlap (27 holdings)
PGIRX
Polen Global Growth Fund
63.2%
Shared18 holdings
Total31
AUM$211M
Price$20.58
ROGSX
Red Oak Technology Select Fund
56.1%
Shared20 holdings
Total28
AUM$843M
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POGAX
Putnam Large Cap Growth Fund;A
47.9%
Shared15 holdings
Total45
AUM$15.3B
Price$80.87
EOS
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45.0%
Shared12 holdings
Total48
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TRBCX
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44.4%
Shared14 holdings
Total58
AUM$110.7B
Price$220.85
TPLGX
T. Rowe Price Institutional Large Cap Core Growth Fund
44.4%
Shared14 holdings
Total58
AUM$6.7B
Price$74.83
RPXFX
RiverParks Large Growth Fund Retail Shares
43.6%
Shared14 holdings
Total35
AUM$48M
Price$29.05
HACAX
Harbor Capital Appreciation Fund Institutional Class
43.5%
Shared14 holdings
Total45
AUM$26.6B
Price$129.68
MLAAX
NYLI Winslow Large Cap Growth Fund;A
43.5%
Shared13 holdings
Total47
AUM$13.4B
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EAFGX
Eaton Vance Focused Growth Opportunities Fund
43.3%
Shared11 holdings
Total33
AUM$114M
Price$26.11
RLSIX
RiverPark Long/Short Opportunity Fd Inst
42.8%
Shared14 holdings
Total37
AUM$27M
Price$15.69
JDCAX
Janus Henderson Forty Fund Class A
42.6%
Shared11 holdings
Total33
AUM$25.3B
Price$60.48
APGAX
AB Large Cap Growth Fund Class A
42.5%
Shared10 holdings
Total59
AUM$14.2B
Price$103.25
JAMRX
Janus Henderson Research Fund
41.8%
Shared12 holdings
Total81
AUM$31.4B
Price$97.77
VWUSX
Vanguard U.S. Growth Fund Investor Shares
41.3%
Shared16 holdings
Total102
AUM$47.8B
Price$79.17
TIRTX
Nuveen Large Cap Growth A
41.1%
Shared12 holdings
Total45
AUM$6.3B
Price$30.62
CHCGX
Chesapeake Growth Fund
40.5%
Shared10 holdings
Total33
AUM$62M
Price$58.63
PBCKX
Principal Blue Chip Fund
40.1%
Shared13 holdings
Total38
AUM$7.5B
Price$41.84
PREFX
T. Rowe Price Tax-Efficient Equity Fund
39.8%
Shared17 holdings
Total336
AUM$1.6B
Price$96.79
BDAFX
Baron Durable Advantage Fund Retail Shares
39.6%
Shared10 holdings
Total30
AUM$521M
Price$35.08
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| POLRX | $3.2B | 26 | 57.6% | 16.5 | 5.4 | 5.3 | 39.0% | 31.9% | 1.09% | +20.7% | +35.0% | 68.5 | 6.5 |
| PGIRX | $211M | 31 | 53.0% | 22.9 | 6.8 | 7.0 | 33.4% | 30.4% | 1.03% | +16.2% | +44.0% | 66.6 | 6.5 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| POGAX | $15.3B | 45 | 63.6% | 16.8 | 5.3 | 5.4 | 37.7% | 32.2% | 0.66% | +29.5% | +49.6% | 58.2 | 6.2 |
| EOS | $1.1B | 48 | 64.0% | 16.8 | 5.3 | 4.9 | 37.3% | 29.1% | 0.70% | +25.0% | +40.1% | 62.6 | 6.3 |
| TRBCX | $110.7B | 58 | 66.1% | 11.4 | 3.6 | 3.9 | 37.2% | 34.2% | 0.65% | +19.4% | +42.1% | 63.0 | 6.2 |
| TPLGX | $6.7B | 58 | 65.6% | 11.4 | 3.6 | 3.9 | 37.2% | 34.2% | 0.65% | +19.4% | +42.1% | 63.0 | 6.2 |
| RPXFX | $48M | 35 | 48.8% | 4.7 | 1.6 | 2.0 | 39.5% | 41.4% | 1.07% | +26.5% | +30.1% | 55.8 | 6.3 |
| HACAX | $26.6B | 45 | 58.7% | 9.7 | 3.2 | 3.5 | 38.8% | 35.6% | 0.63% | +29.0% | +48.0% | 54.8 | 6.2 |
| MLAAX | $13.4B | 47 | 52.4% | 16.7 | 5.5 | 5.5 | 38.9% | 32.9% | 0.67% | +26.5% | +58.1% | 65.4 | 6.3 |
| EAFGX | $114M | 33 | 67.3% | 15.2 | 4.7 | 4.4 | 36.5% | 29.0% | 0.72% | +22.2% | +41.6% | 64.9 | 6.5 |