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Polen Capital Global Growth Fund- Institutional Class: (MF: PGIIX)
(NASDAQ Mutual Funds) As of Oct 14, 2024 08:00 PM ET
$27.11 USD
+0.18 (0.67%)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in January 1995 and is managed by Putnam Management. The fund seeks capital growth. Current income is a secondary goal. The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. The fund pays dividends quarterly and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Polen Global Growth Instl | PGIIX | NA | NA | 0.00 | 0.00 | 0.85 | 0.98 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return |
|---|
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Polen Global Growth Instl | PGIIX | 100000 | 0 | 100000 | A |
Contact Information
| Family | Polen |
| Address | 1825 NW Corporate Blvd, Suite 300 Boca Raton, FL 33431 |
| Phone | 800 358-1887 |