
The Zevenbergen Growth Fund traces its history to the firms’ flagship investment strategy. The investment DNA focuses on identifying wealth-creating companies and weighting those positions based on our conviction in the business model and underlying progress of the company. This is not the common wide-angle approach to investing (diluting potential winners by owning a large number of holdings). There are more securities than the Zevenbergen Genea Fund; however, it’s still a “do the research and invest like you mean it” approach. To us, it’s more than a fund, it’s our passion.
Need more information?

ZEVENBERGEN GROWTH FUND
Fund Fact Sheet (print a pdf)
Recent Quarterly Commentary and Performance
How to Invest (where our funds are available)
Year-End Distributions
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