- What does PCIG invest in?
- PCIG aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the global ex-US equity market. The strategy is rooted in fundamental research, selecting 25-35 large-cap growth companies with a sustainable edge like consistent earnings growth, robust balance sheets, and shareholder-oriented management teams. Such companies are selected within industries characterized by high barriers to entry, such as those requiring substantial capital investment, government approvals, or significant intellectual property. Moreover, it integrates ESG factors into the investment process. While the fund may concentrate investments in the consumer discretionary and financial sectors, it avoids over-concentration in any one industry. Investments are typically held for the long term but are subject to period review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.
- What is the expense ratio of PCIG?
- Polen Capital International Growth ETF (PCIG) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PCIG?
- Polen Capital International Growth ETF (PCIG) manages $26.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PCIG actively managed or an index fund?
- PCIG's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PCIG launched?
- Polen Capital International Growth ETF (PCIG) launched in March 2024 and is managed by Polen.
- How has PCIG performed?
- PCIG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
