Zevenbergen Individual Investors

Zevenbergen Capital Investments

Shareholder Vote:  Zevenbergen Mutual Funds to Conversion to Exchange Traded Funds (ETF) 

Zevenbergen Capital has made the strategic decision to recommend to shareholders the conversion of the Zevenbergen Growth and Zevenbergen Genea mutual funds into exchange-traded funds (ETFs), which are funds that trade on an exchange like a stock.  

This change is designed to give shareholders access to an investment structure that offers greater operational and tax efficiency, while preserving key aspects of shareholders’ investment: our strategy, our investment discipline, and the Zevenbergen portfolio management team. As part of the conversion, advisory oversight will shift to an affiliate of our minority partner, Virtus Investment Advisers, LLC, and Zevenbergen will continue as sub-adviser, responsible for day-to-day management of the portfolios.  

Importantly, the same experienced investment team will remain fully responsible for the investment strategies. We remain committed to continuing to deliver our high-conviction growth investing approach. The reorganization is expected to be tax-free for shareholders. 

Please see below for links to relevant information: 

If you have any questions regarding the proxy or how to cast your vote, please contact our solicitor at 855-206-1343. The Zevenbergen team is also available at (206) 682-8496 or [email protected]. 

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.