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 Investment
Type
Large
Notify
Initial Investment
Minimum 1
Load
Type
Share
Class
Transaction
Fee
POLEN GROWTH FUND POLRX N/A USD 1,000,000 USD 3,000 No Load POLEN INVESTOR No
POLEN GLOBAL GROWTH FUND PGIIX N/A USD 1,000,000 USD 100,000 No Load POLEN INST Yes
POLEN GLOBAL GROWTH FUND PGIRX N/A USD 0 USD 3,000 No Load POLEN INVESTOR No
POLEN INTERNATIONAL GROWTH FUND POIIX N/A USD 0 USD 3,000 No Load POLEN INVESTOR No
POLEN INTERNATIONAL GROWTH FUND POIRX N/A USD 0 USD 100,000 No Load POLEN INST Yes
POLEN US SMALL COMPANY GROWTH FUND PBSIX N/A USD 0 USD 100,000 No Load POLEN INST Yes
POLEN US SMALL COMPANY GROWTH FUND PBSRX N/A USD 0 USD 3,000 No Load POLEN INVESTOR No
INTERNATIONAL SMALL COMPANY GROWTH FUND PBIIX N/A USD 0 USD 100,000 No Load POLEN INST Yes
INTERNATIONAL SMALL COMPANY GROWTH FUND PBIRX N/A USD 0 USD 3,000 No Load POLEN INVESTOR No
POLEN GLOBAL EMERGING MARKETS GROWTH PGEIX N/A USD 1,000,000 USD 100,000 No Load POLEN INST Yes
POLEN U.S. SMID GROWTH FUND PBMIX N/A USD 1,000,000 USD 100,000 No Load POLEN INST Yes
POLEN GLOBAL SMID COMPANY GROWTH PBGIX N/A USD 2,000,000 USD 100,000 No Load POLEN INST Yes

Notes:

  1. Advisor minimums may be lower.