Mutual Funds.
Polen mutual funds offer diversified access to our conviction-driven equity and credit strategies with multiple share classes designed for financial advisors, institutions, and individual investors. Each fund is backed by the same rigorous research process that drives our institutional separate accounts.
Multiple share classes
Institutional, Investor, and Class Y shares provide flexibility for different account types, platforms, and fee structures.
Daily liquidity
Subscribe and redeem at NAV on any business day, with same-day processing through your custodian or broker-dealer.
Broad platform availability
Available on Schwab, Fidelity, Pershing, and other major custodial platforms for seamless integration into existing portfolios.
Ready to invest?
Polen mutual funds are available through major custodial and brokerage platforms.
Investors should carefully consider the investment objectives, risks, charges, and expenses before investing. The prospectus contains this and other information and may be obtained by calling 1-888-678-6024. Mutual fund investing involves risk, including possible loss of principal. Polen Funds are distributed by Foreside Funds Distributors LLC., not affiliated with Polen Capital Management.