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 Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
POLEN GROWTH FUND POLRX USD 3,000 USD 3,000 N/A No Load POLEN INVESTOR No
POLEN GLOBAL GROWTH FUND PGIIX USD 100,000 USD 3,000 N/A No Load POLEN INST Yes
POLEN GLOBAL GROWTH FUND PGIRX USD 3,000 USD 3,000 N/A No Load POLEN INVESTOR No
POLEN INTERNATIONAL GROWTH FUND POIIX USD 3,000 USD 3,000 N/A No Load POLEN INVESTOR No
POLEN INTERNATIONAL GROWTH FUND POIRX USD 100,000 USD 0 N/A No Load POLEN INST Yes
POLEN US SMALL COMPANY GROWTH FUND PBSIX USD 100,000 USD 3,000 N/A No Load POLEN INST Yes
POLEN US SMALL COMPANY GROWTH FUND PBSRX USD 3,000 USD 3,000 N/A No Load POLEN INVESTOR No
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 PGEIX USD 100,000 USD 3,000 N/A No Load POLEN INST 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:

  1. Advisor minimums may be lower.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.


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