Fund Snapshot

About Portfolio 21

Portfolio 21 is a global equity mutual fund designed to be a low-turnover, multi-cap, core portfolio. The fund invests in companies designing environmentally superior products, using renewable energy, and developing efficient production methods.

Retail Shares Symbol: PORTX
Net Asset Value as of 9/17/14: 41.14

  • CUSIP: 742935588
  • Inception date: 9/30/99
  • Gross expense ratio: 1.45%
  • Minimum Investment:
  • Standard Account: $5,000
  • Retirement Account: $1,000
  • With Automatic Investment Plan: $1,000

Institutional Shares Symbol: PORIX
Net Asset Value as of 9/17/14: 41.17

  • CUSIP: 742935356
  • Inception date: 3/30/07
  • Gross expense ratio: 1.15%
  • Minimum Investment: $100,000*
    *RIAs may aggregate client accounts to meet the minimum

Portfolio Management Team

  • John Streur President
  • Jim Madden, CFA Chief Investment Officer
  • Tony Tursich, CFASenior Portfolio Manager
  • Beth Williamson Senior Research Analyst
  • Emily LethenstromSenior Research Analyst

Contact Information

  • 877.351.4115

Notice

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