See what your fund actually adds
Polen Growth Fund Investor Class POLRX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | POLRX | Replication |
|---|---|---|
| Annualized growth | -0.3% | 10.3% |
| Annualized volatility | 22.0% | 19.9% |
| Sharpe ratio | 0.09 | 0.59 |
| Maximum drawdown | 42.3% | 36.3% |
| Replication fit (R²) | 0.89 · Tracking error 7.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model POLRX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 54.6% |
| VOX | Sector · Communication | 22.8% |
| VOT | Mid-Cap · Growth | 16.3% |
| XLY | Sector · Cons Discr | 4.0% |
| XLV | Sector · Healthcare | 2.3% |