Polen U.S. Small Company Growth Fund Class Y (PBSYX)

Overview

This fund focuses on investing predominantly in a concentrated portfolio consisting of common stocks from small companies primarily based in the United States. It dedicates at least 80% of its net assets to securities from U.S. issuers identified as small companies. The definition of 'small companies' for the fund aligns with those companies that, at the point of acquisition, are within the market capitalization range defined by the Russell 2000® Index and the S&P SmallCap 600® Index. Operating with a non-diversified status, the fund seeks to invest in a limited number of small cap stocks based on thorough analysis and selection criteria.

Products and Services

• Investment in Small Company Stocks

  The fund's key service revolves around investing in the common stocks of small companies. These investments are made in companies that are at the time of purchase, typically within the range of market capitalizations outlined by prestigious market indices like the Russell 2000® Index and the S&P SmallCap 600® Index. This approach allows investors to partake in the potential growth of small-cap companies in the United States, offering a unique blend of risk and reward.

• Dedicated Asset Allocation

  Ensuring a focused investment strategy, the fund commits at least 80% of its net assets to securities issued by U.S. small companies. This disciplined approach ensures that the fund maintains its core objective of investing in small-cap companies, thereby potentially providing investors with the benefits associated with small-cap investing such as growth potential. The fund's significant allocation to small companies underscores its commitment to seeking out opportunities within this segment of the market.