Key stats
About Polen Capital China Growth ETF
Home page
Inception date
Mar 15, 2024
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
iM Global Partner Fund Management LLC
Distributor
ALPS Distributors, Inc.
ISIN
US53700T7283
PCCE aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the Chinese equity market. The strategy is rooted in fundamental research, selecting 25-40 Chinese growth companies with a sustainable edge, such as consistent earnings growth, robust balance sheets, and shareholder-oriented management teams. Such companies are selected within industries characterized by high barriers to entry, such as those requiring substantial capital investment, government approvals, or significant intellectual property. Moreover, it integrates ESG factors into the investment process. While the fund may concentrate investments in the consumer discretionary and financial sectors, it avoids over-concentration in any one industry. Investments are typically held for the long term but are subject to periodic review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.
Related funds
Classification
What's in the fund
Exposure type
Finance
Technology Services
Producer Manufacturing
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
PCCE trades at 14.18 USD today, its price has fallen −0.74% in the past 24 hours. Track more dynamics on PCCE price chart.
PCCE net asset value is 14.11 today — it's risen 1.34% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
PCCE assets under management is 1.80 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
PCCE price has risen by 4.30% over the last month, and its yearly performance shows a 22.83% increase. See more dynamics on PCCE price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 1.34% over the last month, showed a 10.38% increase in three-month performance and has increased by 28.39% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 1.34% over the last month, showed a 10.38% increase in three-month performance and has increased by 28.39% in a year.
PCCE fund flows account for 302.28 K USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
PCCE invests in stocks. See more details in our Analysis section.
PCCE expense ratio is 1.00%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, PCCE isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, PCCE technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating PCCE shows the buy signal. See more of PCCE technicals for a more comprehensive analysis.
Today, PCCE technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating PCCE shows the buy signal. See more of PCCE technicals for a more comprehensive analysis.
Yes, PCCE pays dividends to its holders with the dividend yield of 1.49%.
PCCE trades at a premium (0.46%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
PCCE shares are issued by Eurazeo SE
PCCE follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Mar 15, 2024.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.