PGIIX – Polen Global Growth Institutional 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 approximately 25 to 40 common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase) that are located anywhere in the world, including companies in both developed and emerging markets. It will invest in at least three different countries and will typically invest at least 40% of its net assets in non-U.S. equity securities, or, if conditions are not favorable, invest at least 30% of its assets in non-U.S. equity securities. The fund is non-diversified.

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
PGIRX	Polen Global Growth Fund Investor Class	No Load	Open			Jul 6, 2015	$6.15M	1.280%	High	$3,000	−$7.56M
PGIIX	Polen Global Growth Fund Institutional Class	Institutional	Open			Dec 30, 2014	$91.88M	1.030%	High	$100,000	−$190.94M

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