Polen U.S. Small Company Growth Fund Class Y
PBSYX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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90-Day Total Return
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2-Year Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
1-Month Low
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52-Week High
Company Information
Provider
Polen Capital
Manager/Tenure
(Years)
(Years)
Rayna Lesser Hannaway (6), Whitney Young Crawford (2)
Website
Address
2700 N. Military Trail
Boca Raton FL - 33431
Boca Raton FL - 33431
Country
United States
Phone Number
561-241-2425
Investment Strategy
The investment seeks to achieve long-term growth of capital. The fund typically invests in a focused portfolio of common stocks of small companies and, under normal circumstances, it invests at least 80% of its net assets in securities of U.S. issuers that are small companies. The Adviser considers small companies for this purpose to be those companies that, at the time of purchase, are generally within the range of the market capitalizations of companies in the Russell 2000® Index and the S&P SmallCap 600® Index. The fund is non-diversified.