PBSRX – Polen 5Perspectives Small Growth Inv Investment Strategy | Morningstar

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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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PBSRX	Polen 5Perspectives Small Growth Fund Investor Class	No Load	Open			Feb 7, 2019	$3.49M	1.350%	High	$3,000	$959,864.87
PBSIX	Polen 5Perspectives Small Growth Fund Institutional Class	Institutional	Open			Nov 1, 2017	$47.35M	1.100%	High	$100,000	$20.20M
PBSYX	Polen 5Perspectives Small Growth Fund Class Y	Institutional	Open			Jun 1, 2021	$16.44M	1.000%	Above Average	$1M	$9.52M

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