| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | www.polencapital.com |
| 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 |
| 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 FUND | PGEIX | USD 100,000 | USD 3,000 | N/A | N/A | INSTITUTIONAL | 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: