Polen Capital International Growth ETF
PCIG - ETF AI Analysis
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Polen Capital International Growth ETF (PCIG)
PCIG, the Polen Capital International Growth ETF, earns a solid overall rating thanks to strong, growth-focused holdings like Shopify, MercadoLibre, ASML, Tencent, ASM International, and Tokyo Electron, which all show robust financial performance and attractive long-term prospects. However, several key positions, including Spotify, Adyen, Schneider Electric, and Lonza, face challenges such as bearish technical trends, high valuations, and revenue or cash flow risks, which hold the fund back from an even higher assessment. The main risk factor is the fund’s concentration in high-growth, often richly valued international tech and digital businesses, which can be more volatile and sensitive to market sentiment.
PCIG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 5.49M
- Region
- Global Ex-U.S.
- Expense Ratio
- 0.85%
- Beta
- 0.96
- Issuer
- Polen
- Inception Date
- Mar 14, 2024
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
PCIG Summary
Polen Capital International Growth ETF (PCIG) is an international stock fund that focuses on large, fast-growing companies outside the U.S., rather than tracking a set index. It leans heavily toward technology and other growth sectors, with well-known names like Spotify and Tencent among its top holdings. Investors might consider PCIG if they want long-term growth and broader global diversification than a U.S.-only portfolio. However, because it concentrates on growth stocks and tech-related businesses around the world, its price can be quite volatile and may rise or fall more than the overall market.
How much will it cost me?
The Polen Capital International Growth ETF (PCIG) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting high-quality international growth stocks rather than tracking an index.
What would affect this ETF?
The Polen Capital International Growth ETF (PCIG) could benefit from global economic growth and technological innovation, as its largest sector exposure is technology, which often thrives during periods of innovation and increased digital adoption. However, it may face challenges from rising interest rates or economic slowdowns, which can negatively impact growth stocks and international markets. Additionally, regulatory changes in key regions or industries could influence the performance of its top holdings, such as SAP SE and ASML Holding NV.
PCIG Top 10 Holdings
PCIG is leaning hard into global growth stories, with European and Asian semiconductors like ASML, ASM International, and Tokyo Electron doing much of the heavy lifting as they continue to rise. Schneider Electric adds steady industrial strength, while Lonza offers a more defensive health care tilt. On the flip side, Tencent has been lagging, and once-hot names like Shopify, Spotify, and Adyen are more mixed, occasionally dragging on returns. Overall, it’s a global ex-U.S. fund with a clear tilt toward tech and digital platforms, plus a backbone of industrial and health care leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 SHOP | Shopify | ― | ― | ― | ― | 77Outperform |
 MELI | Mercadolibre | 6.15% | $1.82M | $75.55B | -27.98% | 77Outperform |
 FR:SU | Schneider Electric | 5.99% | $1.78M | EUR 138.79B | 3.15% | 62Neutral |
 NL:ASML | ASML Holding NV | 5.92% | $1.75M | EUR 519.88B | 58.28% | 76Outperform |
 SPOT | Spotify | 5.81% | $1.72M | $124.81B | -4.76% | 66Neutral |
 CH:LONN | Lonza Group Ltd | 4.84% | $1.44M | CHF 45.05B | 20.04% | 71Outperform |
 HK:0700 | Tencent Holdings | 4.41% | $1.31M | HKD 3.76T | -36.98% | 75Outperform |
 NL:ASM | ASM International NV | 4.02% | $1.19M | EUR 33.10B | 36.46% | 75Outperform |
 NL:ADYEN | Adyen | 3.93% | $1.16M | EUR 27.66B | -40.39% | 66Neutral |
 JP:8035 | Tokyo Electron | 3.85% | $1.14M | JPY 20.95T | 35.60% | 73Outperform |
PCIG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCIG, the sentiment is Positive. The current price of 9.27 is equal to the 20-day moving average (MA) of 9.27, above the 50-day MA of 9.08, and above the 200-day MA of 8.80, indicating a neutral trend. The MACD of 0.04 indicates Positive momentum. The RSI at 69.35 is Neutral, neither overbought nor oversold. The STOCH value of 0.00 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PCIG.
PCIG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PCIG | $9.27 | $10.00(7.87% Upside) | $5.49M | 0.85% | 68Neutral |
 OAKI | $27.52 | $31.59(14.80% Upside) | $96.22M | 0.65% | 59Neutral |
 PJIO | $58.51 | $74.41(27.18% Upside) | $56.88M | 0.54% | 66Neutral |
 GIEQ | $41.46 | $48.44(16.83% Upside) | $67.91M | 0.30% | 66Neutral |
 TIIV | $29.58 | ― | $31.97M | 0.54% | 63Neutral |
 IGGY | $27.97 | $36.56(30.71% Upside) | $4.15M | 0.55% | 59Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PCIG | Polen Capital International Growth ETF | 9.27 | 0.24 | 2.69% | |
| OAKI | Oakmark International Large Cap ETF | 27.52 | 1.93 | 7.56% | |
| PJIO | PGIM Jennison International Opportunities ETF | 58.51 | -3.40 | -5.49% | |
| GIEQ | Goldman Sachs Data Enhanced International Equity ETF | 41.46 | 0.97 | 2.38% | |
| TIIV | AAM Todd International Intrinsic Value ETF | 29.58 | 3.77 | 14.61% | |
| IGGY | AB International Growth ETF | 27.97 | -0.81 | -2.83% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.