Key stats
About Polen Focus Growth ETF
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Inception date
Sep 30, 2025
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
Polen Capital Management LLC
Distributor
Foreside Funds Distributors LLC
ISIN
US36087T3959
PCLG aims for long-term capital growth by investing in about 25 to 40 large-cap companies located in both developed and emerging markets. The fund selects growth stocks perceived to have consistent earnings growth. In addition, the fund considers a companys competitive advantage within an industry with high barriers to entry. Characteristics include consistent and sustainable return to capital, as well as strong earnings growth, free cash flow, balance sheets, and management teams. The fund invests in growth stocks from at least three different countries, targeting 30-40% non-US securities, depending on its assessment of global market conditions. The sub-advisor integrates ESG factors in its evaluation of long-term financial sustainability. As an actively managed ETF, the fund has full discretion to adjust holdings at any time. The fund launched with 109.4 million in assets.
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Classification
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.
PCLG trades at 25.42 USD today, its price has risen 0.45% in the past 24 hours. Track more dynamics on PCLG price chart.
PCLG net asset value is 25.39 today — it's risen 1.10% 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.
PCLG assets under management is 111.50 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.
PCLG fund flows account for 937.40 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.
PCLG expense ratio is 0.49%. 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, PCLG isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
No, PCLG doesn't pay dividends to its holders.
PCLG trades at a premium (0.10%).
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.
PCLG shares are issued by Polen Capital Management LLC
PCLG 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 Sep 30, 2025.
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.