Litman Gregory Funds Trust Polen Capital Emerging Markets ex China Growth ETFLitman Gregory Funds Trust Polen Capital Emerging Markets ex China Growth ETFLitman Gregory Funds Trust Polen Capital Emerging Markets ex China Growth ETF

Litman Gregory Funds Trust Polen Capital Emerging Markets ex China Growth ETF

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Key stats


Assets under management (AUM)
‪528.50 K‬USD
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV
−0.6%

About Litman Gregory Funds Trust Polen Capital Emerging Markets ex China Growth ETF


Issuer
Eurazeo SE
Brand
Polen
Expense ratio
1.00%
Home page
Inception date
Sep 11, 2024
Index tracked
No Underlying Index
Management style
Active
PCEM is actively managed to target companies whose shares are listed or traded on recognised exchanges globally that have substantial business in, or revenues from, emerging market countries excluding China. Subsequently, the fund may also hold Indian securities, and up to 30% of the funds assets may be invested in Russian securities. The fund advisers aim to invest in large and midcap firms they perceive to have above average earnings growth, with a focus on durable earning profiles, high returns on capital and deep competitive moats. PCEM typically selects 25 to 40 securities for its portfolio, and may hold simple derivatives for hedging purposes.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Growth
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary

Returns


1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

Dividends


Dividend payout history

Assets under management (AUM)



Fund Flows