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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.49% -0.08% 109.12M 30317.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.64% -- 768.13M

Basic Info

Investment Strategy
The Fund seeks to achieve long-term growth of capital. Investing in a focused portfolio of common stocks of large capitalization companies having sustainable competitive advantage. Employing focused portfolio investing style, resulting in fewer holdings than a fund and investing in a greater number of issuers.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Polen Capital
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
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Peer Group Rtn. (NAV)
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--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
--
-1.09%
-13.06%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.88%
-0.00%
33.38%
31.89%
22.91%
-31.44%
46.36%
26.32%
9.54%
-5.34%
--
--
--
--
35.95%
28.53%
17.83%
-3.21%
--
--
--
--
4.54%
30.88%
17.32%
-4.60%
--
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--
--
--
--
-1.75%
As of February 14, 2026.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.62%
Stock 98.65%
Bond 0.73%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Basic Info

Investment Strategy
The Fund seeks to achieve long-term growth of capital. Investing in a focused portfolio of common stocks of large capitalization companies having sustainable competitive advantage. Employing focused portfolio investing style, resulting in fewer holdings than a fund and investing in a greater number of issuers.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Growth
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Large-Cap Growth Funds
Global Macro Equity North America
US Macro Large-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Polen Capital
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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