OTC Markets OTCPK - Delayed Quote USD

Polen Capital EM ex CHN Gr Ins USD Acc (0P0001QCSN)

11.55 -0.05 (-0.43%)
At close: August 22 at 4:00 PM EDT

Fund Summary

Polen Capital EM ex CHN Gr Ins USD Acc

1825 NW Corporate Blvd., Suite 300
561-241-2425

Fund Overview

Category --
Fund Family Polen Capital Management, LLC
Net Assets 1.7M
YTD Return 2.72%
Yield 0.00%
Morningstar Rating --
Inception Date Nov 30, 2022

Fund Operations

Fees & Expenses

Expense 0P0001QCSN Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Bird joined Polen Capital Management in 2019. Prior to joining Polen Capital, Mr. Bird was an Emerging Market Portfolio Manager at LGM Investments. Mr. Bird began his career at Arisaig Partners as an Investment Analyst, primarily focusing on consumer companies in the developing world. Mr. Bird received his B.A. in History & Economics from the University of Oxford and has lived and worked in Singapore, Dubai and South Africa. Mr. Bird is a CFA® charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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