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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 Stock N/A RETAIL Yes
POLEN GLOBAL GROWTH FUND PGIIX USD 100,000 USD 3,000 Stock N/A INSTITUTIONAL Yes
POLEN GLOBAL GROWTH FUND PGIRX USD 3,000 USD 3,000 N/A N/A INVESTOR Yes
POLEN INTERNATIONAL GROWTH FUND POIIX USD 3,000 USD 3,000 N/A N/A INSTITUTIONAL Yes
POLEN INTERNATIONAL GROWTH FUND POIRX USD 100,000 USD 0 N/A N/A INVESTOR Yes
POLEN US SMALL COMPANY GROWTH FUND PBSIX USD 100,000 USD 3,000 N/A N/A INSTITUTIONAL Yes
POLEN US SMALL COMPANY GROWTH FUND PBSRX USD 3,000 USD 3,000 N/A N/A INVESTOR Yes
POLEN INTERNATIONAL SMALL COMPANY GROWTH FUND PBIIX USD 100,000 USD 3,000 N/A N/A INSTITUTIONAL Yes
POLEN INTERNATIONAL SMALL COMPANY GROWTH FUND PBIRX USD 3,000 USD 3,000 N/A N/A INVESTOR Yes
POLEN GLOBAL EMERGING MARKETS GROWTH FUND PGEIX USD 100,000 USD 3,000 N/A N/A INSTITUTIONAL Yes
POLEN U.S. SMID COMPANY GROWTH FUND PBMIX USD 100,000 USD 3,000 N/A N/A INSTITUTIONAL Yes
POLEN GLOBAL SMID COMPANY GROWTH FUND PBGIX USD 100,000 USD 100,000 N/A N/A INSTITUTIONAL Yes

Notes:

  1. Advisor minimums may be lower.