Polen U.S. Small Company Growth Fund Investor Class (PBSRX)

Overview

The described financial entity is a fund that concentrates on investing primarily in the common stocks of small U.S. companies. Adhering to a predefined strategy, this fund dedicates at least 80% of its net assets to securities issued by these small businesses, identifying them according to their market capitalization. This identification aligns with the sizes of companies listed within the Russell 2000® Index and the S&P SmallCap 600® Index, ensuring that the investments are targeted towards entities that fit within these recognized small-cap benchmarks. Operating as a non-diversified fund, it focuses on a more concentrated portfolio which may include higher volatility and risk, yet potentially offering greater returns due to the growth prospects of small-cap companies in the dynamic U.S. market.

Products and Services

• Small-Cap Stock Investments
  

  This service entails the fund's primary activity of investing in a selected portfolio of common stocks issued by small companies primarily within the United States. By focusing on entities that fall within the market cap ranges of the Russell 2000® Index and the S&P SmallCap 600® Index, the fund seeks to capitalize on the growth potential of these smaller companies. The targeted investment approach aims to provide investors with significant growth opportunities though it comes with the understanding of potentially higher market volatility and risk.

• Concentrated Portfolio Strategy
  

  Unlike diversified funds that spread their investments across a wide array of securities to minimize risk, this fund employs a concentrated portfolio strategy. This approach involves selecting a smaller number of investments which the fund believes hold substantial potential for value appreciation. While this method might carry a higher degree of risk due to less diversification, it also offers the possibility of higher returns by focusing on key investments that are poised for significant growth.

• U.S. Issuer Securities
  

  The fund's investment focus is strictly on securities issued by U.S. small companies. This restriction means that at least 80% of its net assets are dedicated to U.S. issuers, allowing investors to target the unique opportunities presented by the U.S. market. By concentrating on small-cap U.S. companies, the fund aims to leverage the advantages specific to the U.S. economic and regulatory environment, potentially leading to robust investment growth.