Polen Opportunistic High Yield Fund - Investor Class DDJRX Strategy

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Strategy

The investment seeks to achieve overall total return consisting of a high level of current income together with long-term capital appreciation. The fund invests in fixed- and floating-rate high yield fixed income securities with a focus on "middle market" issuers in the United States and, to a much lesser extent, Canada. The adviser intends to invest its assets in credit instruments that are rated below investment grade by some or all relevant independent rating agencies, including Moody's Investors Service, Standard and Poor's Rating Services and Fitch Ratings.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
DDJRX
Polen Opportunistic High Yield Fund - Investor ClassNo LoadOpen $1.25M1.100%High$3,000−$70,149.57
DDJCX
Polen Opportunistic High Yield Fund - InstitutionalInstitutionalOpen $2.13M0.840%High$100,000−$4.12M
DDJIX
Polen Opportunistic High Yield Fund - Class YInstitutionalOpen $165.18M0.790%High$1M−$131.27M

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