Mutual Funds

Polen Funds

Exchange Hours Website
9:30 - 15:59 ET www.polencapital.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
POLEN GROWTH FUND POLRX USD 3,000 USD 3,000 N/A No Load POLEN INVESTOR No
POLEN GLOBAL GROWTH FUND PGIIX USD 100,000 USD 3,000 N/A No Load POLEN INST Yes
POLEN GLOBAL GROWTH FUND PGIRX USD 3,000 USD 3,000 N/A No Load POLEN INVESTOR No
POLEN INTERNATIONAL GROWTH FUND POIIX USD 3,000 USD 3,000 N/A No Load POLEN INVESTOR No
POLEN INTERNATIONAL GROWTH FUND POIRX USD 100,000 USD 0 N/A No Load POLEN INST Yes
POLEN US SMALL COMPANY GROWTH FUND PBSIX USD 100,000 USD 3,000 N/A No Load POLEN INST Yes
POLEN US SMALL COMPANY GROWTH FUND PBSRX USD 3,000 USD 3,000 N/A No Load POLEN INVESTOR No
INTERNATIONAL SMALL COMPANY GROWTH FUND PBIIX USD 100,000 USD 3,000 N/A No Load POLEN INST Yes
INTERNATIONAL SMALL COMPANY GROWTH FUND PBIRX USD 3,000 USD 3,000 N/A No Load POLEN INVESTOR No
POLEN GLOBAL EMERGING MARKETS GROWTH PGEIX USD 100,000 USD 3,000 N/A No Load POLEN INST Yes
POLEN U.S. SMID GROWTH FUND PBMIX USD 100,000 USD 3,000 N/A No Load POLEN INST Yes
POLEN GLOBAL SMID COMPANY GROWTH PBGIX USD 100,000 USD 0 N/A No Load POLEN INST Yes

Notes:

  1. Advisor minimums may be lower.