Polen Global Growth Fund Investor Class PGIRX Strategy

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Strategy

The investment seeks to achieve long-term growth of capital. The fund typically invests in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) that are located anywhere in the world, including companies in both developed and emerging markets. It will invest in at least three different countries and will typically invest at least 40% of its net assets in non-U.S. equity securities, or, if conditions are not favorable, invest at least 30% of its assets in non-U.S. equity securities. The fund 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
PGIRX
Polen Global Growth Fund Investor ClassNo LoadOpen $6.15M1.280%High$3,000−$7.56M
PGIIX
Polen Global Growth Fund Institutional ClassInstitutionalOpen $91.88M1.030%High$100,000−$190.94M

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