- What are the top holdings of PCFI?
- A machine-readable holdings disclosure for Polen Floating Rate Income ETF (PCFI) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does PCFI invest in?
- Polen Floating Rate Income ETF (PCFI) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PCFI most exposed to?
- PCFI's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PCFI a US-only fund?
- The country allocation card on this page shows PCFI's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does PCFI invest in?
- PCFI provides segmented exposure to the North American fixed income market with the intention of exceeding the performance of the broader bank loan market over a credit cycle. It aims to deliver overall total return through investments in high yield, floating rate bank loans and other corporate debt securities of middle market issuers in the US and, partially, in Canada. While it primarily invests in senior secured loans, it will also hold corporate bonds, convertible bonds, and preferred stock that are believed to be undervalued. The fund utilizes value investing with the intention of balancing the risks with the potential reward of discounted securities. It mainly follows a bottom-up investment approach, emphasizing downside protection, with the aim of adding value initially through security selection. The fund will not focus on maturity and duration. The portfolio will typically include 60 to 110 credit instruments.
