Zevenbergen Capital Investments
Please consider carefully a fund’s investment objectives, risks, charges and expenses. For this and other important information, to obtain a hardcopy statutory and summary prospectus call (844) ZVNBRGN. Read it carefully before investing.
Mutual fund investing involves risk, including the loss of principal. The Funds invest in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Non-diversified funds may hold a significant percentage of their assets in the securities of fewer companies and therefore events affecting those companies have a greater impact on the funds than on a diversified fund. If the Funds invest in a few sectors they may have increased exposure to price movements of those sectors. Small and medium capitalization companies tend to have limited liquidity and greater price volatility than large capitalization companies.
The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
Zevenbergen Capital Investments LLC is the investment adviser of the Zevenbergen funds which are distributed by Quasar Distributors, LLC.
326 Admiral Way, Suite 200
Tel 206 682 8469
Fax 206 682 9625
Summary Prospectus (abbreviated disclosure)
Statutory Prospectus (full disclosure)
Statement of Additional Information
Tailored Shareholder Report (Institutional Class)
Summary Prospectus (abbreviated disclosure)
Statutory Prospectus (full disclosure)
Statement of Additional Information
Tailored Shareholder Report (Institutional Class)
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The information on this website is intended for institutional investors and/or consultants to institutional investors. It is published for informational purposes only. If you do not qualify as an institutional investor or consultant, the information shown on this site may not be relevant or appropriate for you.
The term “institutional account” shall mean the account of:
(1) a bank, savings and loan association, insurance company, or registered investment company;
(2) an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions); or
(3) any other person (whether a natural person, corporation, partnership, trust, or otherwise) with total assets of at least $50 million.
The term “institutional investor” means any:
(A) person described above, regardless of whether the person has an account with a member;
(B) governmental entity or subdivision thereof;
(C) employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans;
(D) qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans;
(E) member or registered person of such a member; and
(F) person acting solely on behalf of any such institutional investor.
There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and
Zevenbergen Capital Investments LLC Terms of Use and Privacy Policy
By clicking “I Agree” below, you confirm that you have read and acknowledged the terms detailed below, and that you are a Financial Professional or Registered Representative and wish to proceed. You also agree that you have read and acknowledged Zevenbergen Capital Investments LLC’s Terms of Use and Privacy Policy linked below.
A Financial Professional is defined as someone who:
The information on this website is intended for financial professionals and is published for informational purposes only. If you do not qualify as a financial professional, the information shown on this site may not be relevant or appropriate for you.
There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results.
Zevenbergen Capital Investments LLC Terms of Use and Privacy Policy
By clicking “I Agree” below, you confirm that you are an individual investor seeking information for your own portfolio. You also acknowledge that you have read and agreed to Zevenbergen Capital Investments LLC’s Terms of Use and Privacy Policy linked below.
The information provided on this website is intended for informational purposes only and may not be suitable for all investors.
There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results.
Zevenbergen Capital Investments LLC Terms of Use and Privacy Policy
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By clicking Submit, you consent to electronically receive the Zevenbergen Funds’ prospectus and/or summary prospectus for each of the Zevenbergen Funds, privacy notice, account application and any other materials that may be required in connection with the information you requested, on the terms set forth below. You also agree to read and agree to the terms of these documents before investing.
Access to Online Documents
To view and print the documents, you will need Adobe Acrobat Reader. If you do not have Acrobat Reader, you can download it for free. If you are unable to download, view, or print the documents, contact Zevenbergen Funds at 1-(844) ZVNBRGN for assistance or to request a free paper copy of any of these documents.
Duration of Election and Consent
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Costs and Risks
The Funds do not charge you a fee to use our website, but you could incur expenses from an internet service provider when you access information online. Also, be aware that your internet service provider may occasionally experience system failure, and hyperlinks to documents may not function properly.