Strategies

U.S. Equity, Small Cap

Polen U.S. Small Company Growth

Number of holdings: 25-35
Portfolio managers: Small Company Growth Team

U.S. Equity, Large Cap

Polen Focus Growth

Number of holdings: 15-25
Portfolio managers: Large Company Growth Team

Global Equity, Large Cap

Polen Global Growth

Number of holdings: 25-35
Portfolio managers: Large Company Growth Team

International Equity, Small Cap

Polen International Small Company Growth

Number of holdings: 25-35
Portfolio managers: Small Company Growth Team

U.S. Equity, SMID Cap

Polen U.S. SMID Company Growth

Number of holdings: 25-35
Portfolio managers: Small Company Growth Team

International Equity, Emerging Markets

Polen Global Emerging Markets Growth

Number of holdings: 25-40
Portfolio managers: Emerging Markets Growth Team

International Equity, Large Cap

Polen International Growth

Number of holdings: 25-35
Portfolio managers: Large Company Growth Team