Key stats
About Polen Capital Global Growth ETF
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Inception date
Aug 29, 2023
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
US53700T7440
PCGG aims for long-term capital growth by primarily investing in 25-40 large-capitalization companies perceived to have high-quality attributes and sustainable competitive advantages. The fund employs comprehensive fundamental analysis, seeking firms with consistent high returns on capital, strong earnings and cash flow growth, solid balance sheets with low or no debt, and capable, shareholder-oriented management teams. PCGG spreads its investments across different countries, typically allocating about 30%-40% of its assets to non-US equities from developed and emerging markets. Additionally, the fund also considers ESG factors in its assessment, but may overlook them for prospects aligning with its overall objective. Being actively managed, the adviser has full discretion to make buy, sell, and hold decisions.
Related funds
Classification
What's in the fund
Exposure type
Technology Services
Finance
Health Technology
Commercial Services
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.
PCGG trades at 12.24 USD today, its price has risen 0.21% in the past 24 hours. Track more dynamics on PCGG price chart.
PCGG net asset value is 12.23 today — it's risen 0.49% 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.
PCGG assets under management is 189.56 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.
PCGG price has risen by 0.87% over the last month, and its yearly performance shows a 6.86% increase. See more dynamics on PCGG price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 0.49% over the last month, showed a 2.86% increase in three-month performance and has increased by 7.28% in a year.
NAV returns, another gauge of an ETF dynamics, have risen by 0.49% over the last month, showed a 2.86% increase in three-month performance and has increased by 7.28% in a year.
PCGG fund flows account for 39.78 M 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.
PCGG invests in stocks. See more details in our Analysis section.
PCGG expense ratio is 0.85%. 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, PCGG 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, PCGG technical analysis shows the neutral 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 PCGG shows the buy signal. See more of PCGG technicals for a more comprehensive analysis.
Today, PCGG technical analysis shows the neutral 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 PCGG shows the buy signal. See more of PCGG technicals for a more comprehensive analysis.
No, PCGG doesn't pay dividends to its holders.
PCGG trades at a premium (0.04%).
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.
PCGG shares are issued by Eurazeo SE
PCGG 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 Aug 29, 2023.
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.