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Polen CapitalLarge GrowthPCLC · NYSE Arca

Polen 5Perspectives Large Growth ETF (PCLC)

Price
$25.76
—25 Sept 2026
Assets
$1.7M
Total net assets
Expense ratio
0.50%
Category 0.90%
Yield
—
Trailing distributions
3Y CAGR
—
Category 25.3%
5Y CAGR
—
Category 10.7%
Loading NAV history…
Polen 5Perspectives Large Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+5.2%+6.8%——————+5.8%
Large Growth average2.0%5.0%25.4%12.1%14.9%25.3%10.7%16.3%14.3%
Difference+3.2%+1.8%——————-8.5%

Holdings

The 10 largest positions make up 55.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp8.37%
GOOGLAlphabet Inc Class A7.52%
TSLATesla Inc7.37%
AMDAdvanced Micro Devices Inc6.34%
TSMTaiwan Semiconductor Manufacturing Co Ltd ADR5.88%
AMZNAmazon.com Inc5.78%
INTCIntel Corp4.28%
CVNACarvana Co Class A3.61%
AVGOBroadcom Inc3.36%
NBISNebius Group NV Shs Class-A-3.05%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
33.1
P/B
7.4
P/S
6.1
P/CF
26.2

Sector allocation

Share of the equity the fund holds.

46.8%Technology8 sectors
  1. Technology46.8%
  2. Consumer discretionary17.0%
  3. Communication services13.2%
  4. Industrials11.9%
  5. Financial services6.2%
  6. Materials2.8%
  7. Energy2.0%
  8. Health care0.1%

Asset mix

  • Stocks99.8%
  • Cash0.2%

ETF details

Issuer
Polen Capital
Category
Equity · Large Growth
Ticker
PCLC
Exchange
NYSE Arca
Inception
18 May 2026 (0.4 years)
Structure
Exchange Traded Fund
Expense ratio
0.50% (category 0.90%)
Holdings turnover
0% (category 62%)
Distribution yield
—
Beta, 3 years
0.00
Total net assets
$1.7M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large growth ETFs

Other ETFs in the Large Growth category.

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Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

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