Polen International Growth Institutional (POIIX)

Min Initial Investment

3,000

Min Initial Investment, IRA

20

Min Initial Investment, AIP

20

Min Subsequent Investment

2,000

Min Subsequent Investment, IRA

1

Min Subsequent Investment, AIP

1

• Cetera Advisors LLC
• Cetera Advisor Networks LLC
• American Trust Custody
• Morgan Stanley - Brokerage Accounts
• Schwab Institutional
• JPMorgan
• Vanguard
• TD Ameritrade Trust Company
• (Junk)CommonWealth PPS
• LPL SAM Eligible
• Fidelity Retail FundsNetwork
• Fidelity Retail FundsNetwork-NTF
• Fidelity Institutional FundsNetwork
• Fidelity Institutional FundsNetwork-NTF
• Cetera Advisors LLC- PAM, PRIME, Premier
• Cetera Advisor Networks LLC- PAM, PRIME, Premier
• CommonWealth NTF
• Vanguard NTF
• Raymond James
• Raymond James WRAP Eligible
• Commonwealth Universe
• RBC Wealth Management-Network Eligible
• Morgan Stanley Select UMA
• TD Ameritrade Retail
• TD Ameritrade Institutional
• ADP Access
• Mid Atlantic Capital Group
• Securities America Advisors
• JP MORGAN NO-LOAD NTF
• JP MORGAN NTF
• JP MORGAN NO-LOAD TRANSACTION FEE
• TD Ameritrade Retail NTF
• TD Ameritrade Institutional NTF
• ADP Access Open Fund Architecture
• Securities America Inc.
• Zhejiang Akcome New Energy Technology Co Ltd
• Vanguard TF
• Cetera Financial Specialists LLC- Premier
• LPL SWM
• Schwab Advisor Services All Funds Available
• Schwab Advisor Services Mutual Fund OneSource & Other NTF Funds
• Pershing Retirement Plan Network
• Kestra Financial
• Commonwealth (PPS Access Program)
• Commonwealth (NTF - PPS/Advisory)
• Commonwealth (PPS/Advisory)
• ADP Advisor Access Tier 2
• LPL Brokerage Availability
• Mid Atlantic Clearing and Settlement
• Schwab Advisor Services Transaction-Fee Funds
• Schwab (Non Transaction Fee)

The fund typically invests in a focused portfolio of approximately 25 to 35 common stocks of large capitalization companies (market capitalizations greater than $5 billion at the time of purchase), including companies in both developed and emerging markets, that, in the Adviser's opinion, have a sustainable competitive advantage. It invests primarily in non-U.S. equity securities. The fund is non-diversified.