POIIX – Polen International Growth Institutional Investment Strategy | Morningstar

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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 35 common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase), including companies in both developed and emerging markets, that, in the Adviser's opinion, have a sustainable competitive advantage. It invests primarily 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
POIRX	Polen International Growth Fund Investor Class	No Load	Open			Mar 15, 2017	$679,761.00	1.350%	High	$3,000	−$1.05M
POIIX	Polen International Growth Fund Institutional Class	Institutional	Open			Dec 30, 2016	$21.77M	1.100%	High	$100,000	−$93.59M

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