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.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
Dividends
Dividend payout history
Assets under management (AUM)
Fund Flows
Frequently Asked Questions
PCLG assets under management is 111.50 M USD. It's risen 1.92% over the last month.
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.
No, PCLG doesn't pay dividends to its holders.
PCLG shares are issued by Polen Capital Management LLC under the brand Polen. The ETF was launched on Sep 30, 2025, and its management style is Active.
PCLG expense ratio is 0.49% meaning you'd have to pay 0.49% of your investment to help manage the fund.
PCLG follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
PCLG trades at a premium (0.10%) meaning the ETF is trading at a higher price than the calculated NAV.