Nasdaq - Delayed Quote USD

Zevenbergen Growth Investor (ZVNBX)

38.94
-0.77
(-1.94%)
At close: 8:07:22 AM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
25
Min Subsequent Investment
2,500
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Cetera Advisor Networks LLC
  • Schwab Institutional
  • Vanguard
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Vanguard NTF
  • Scottrade TF
  • Scottrade NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Vanguard TF
  • Cetera Financial Specialists LLC- Premier
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)

Fund Summary

The fund seeks to invest in companies that are industry leaders with significant growth potential, strong competitive advantages, a sizeable addressable market, product differentiation and quality management. Its portfolio generally will contain 30-60 stocks of any market capitalization. The fund may invest in IPOs and other equities new to the public markets such as direct listings by organizations as a method of initial access to public markets. The Adviser's mission is to build shareholder wealth through ownership of quality high-growth, publicly-traded companies. The fund is non-diversified.

Fund Overview

Category Large Growth
Fund Family Zevenbergen Capital Investments
Net Assets 120.55M
YTD Return -8.70%
Yield 0.00%
Morningstar Rating
Inception Date Aug 31, 2015

Performance & Risk

YTD Return 4.97%
5y Average Return 9.50%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.43
Morningstar Risk Rating

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