Polaris Global Value
Two Portland Square Portland, ME 04101
Map
Phone: 888-263-5594
| Category: | World Stock | | Fund Family: | Polaris Funds | | Net Assets: | 182.66M | | Year-to-Date Return: | 26.91% | | Yield: | 2.74% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jun-98 |
|
Bernard R Horn
Lead Manager since
01-Jun-98 | | | Horn Jr. is president and portfolio manager of Polaris Capital Management, LLC, a Boston-based global and international value equity management firm that serves as the sub-advisor for Voyageur?s International Equity strategy. Prior to founding Polaris Capital in 1995, Horn Jr. served as an investment officer for MDT Advisers, Inc. He also worked as a portfolio manager for Freedom Capital Management Corporation. Horn Jr. began his career in the investment industry in 1980. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks capital appreciation. The fund invests primarily in common stock of companies of any size located worldwide. It typically invests in approximately 15 industries to achieve broad diversification. The fund may invest in companies located in emerging or developing markets. Emerging or developing markets are generally markets that are not included in the Morgan Stanley Capital International World index. |
| Last Dividend
(31-Dec-08):
| 0.31 | | Last Cap Gain
(20-Nov-08):
| 0.38 | | Annual Holdings Turnover
| 16.00% | | Average for Category:
| 91.32% |
|
| Expense | PGVFX | Category
Avg | | Total Expense Ratio: | 1.43%
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.35% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ 453 | $729 | | 5 Yr Expense Projection*: |
$ 782 | $1,136 | | 10 Yr Expense Projection*: |
$ 1,714 | $2,279 |
|
|
0.34% Nasdaq 0.00%
0.04 (0.35%) 
Profile
