PCSCX – Polar Capital International Small Com Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long term capital growth. Under normal market conditions, the fund will seek to achieve its investment objective by investing at least 80% of its net assets in a portfolio of equity securities and equity related securities of small companies. The Adviser defines “small companies” as issuers whose market capitalization falls within the market capitalization range of the fund’s benchmark index, the MSCI ACWI ex USA Small Cap Index. It is non-diversified.

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
PCSCX	Polar Capital International Small Company Fund	No Load	Open	—		Sep 30, 2024	$131.92M	1.100%	Below Average	$5,000	$16.72M

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