Polen Opportunistic High Yield Fund

Polen Opportunistic High Yield Fund is a registered fund series of FundVantage Trust (series S000080672). Net assets $295.7M as of 2026-04-30.

Profile

Advisers

Top holdings (134 reported)

Showing 15 of 134 holdings by value.

HoldingTickerValue% of fund
BAFFINLAND IRON MINES CORP$11.6M392.56%
DEXKO GLOBAL INC$8.7M293.80%
CVET Midco 2 LP$8.4M284.26%
ATHENAHEALTH GROUP INC$6.3M212.08%
Auction.com LLC (f/k/a Ten-X LLC)$5.7M194.20%
Aruba Investments Holdings LLC$5.6M190.54%
TEINE ENERGY LTD$5.5M187.18%
MCGRAW-HILL EDUCATION INC$5.4M182.26%
SURGERY CENTER HOLDINGS INC$5.2M176.42%
BEACH ACQUISITION BIDCO LLC$5.1M173.24%
COREWEAVE INC$4.6M156.77%
Performance Health Holdings, Inc.$4.6M156.12%
FIESTA PURCHASER INC$4.4M150.10%
CAESARS ENTERTAINMENT INC$4.4M147.34%
Infinite Bidco LLC$4.2M140.91%

Net asset history

Report dateNet assets
2026-04-30$295.7M
2026-01-30$297.6M
2025-10-31$306.0M
2025-07-31$304.5M
2025-04-30$296.3M
2025-01-31$310.3M
2024-10-31$303.4M
2024-07-31$299.8M

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