Zevenbergen Genea Fund

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The Zevenbergen Genea Fund targets bold positions in ground-breaking businesses. These are companies we believe can disrupt, grow and evolve for many years.  Investment at this emerging stage (oftentimes at, or near a company’s initial public offering) requires vision and perspective. To see possibilities and optimism when few understand how transformative the concept may be. Not all investments work out.  And at times, short-term returns may not truly reflect underlying business progress. Innovative ideas however, can come from anywhere. And we’re curious enough to find them.

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Regulatory Documents and Account Applications

Summary Prospectus (abbreviated disclosure)
Statutory Prospectus (full disclosure)
Statement of Additional Information (everything else)
U.S. Bancorp Account Applications
Semi-Annual Report
Annual Report