PCIG - ETF AI Analysis
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Polen Capital International Growth ETF (PCIG)
Rating:68Neutral
Price Target:―
Positive Factors
Leading Semiconductor Holdings
Key positions in chip-equipment makers like ASML and Tokyo Electron have shown strong recent performance, helping support the fund’s returns.
Global Diversification
The ETF spreads its investments across multiple countries in North America, Europe, and Asia, reducing reliance on any single market.
Balanced Sector Mix
Holdings are spread across technology, financials, communication services, consumer cyclical, and other sectors, which can help smooth out sector-specific ups and downs.
Negative Factors
Weak Year-to-Date Performance
The fund’s overall performance so far this year has been negative, which may concern investors looking for steadier growth.
Top Holdings Under Pressure
Several large positions such as Mercadolibre, Spotify, Shopify, Tencent, and Aon have shown weak recent performance, weighing on the ETF’s results.
High Expense Ratio
The fund charges a relatively high expense ratio, which means more of the returns are used to cover fees instead of going to investors.
PCIG vs. SPDR S&P 500 ETF (SPY)
AUM5.49M
RegionGlobal Ex-U.S.
Expense Ratio0.85%
Beta0.96
IssuerPolen
Inception DateMar 14, 2024
Dividend Yield0.14%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume0
30 Day Avg. Volume76,910
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
12.41Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering29
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
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 |
|---|---|---|---|---|---|---|
| Shopify | 6.82% | $2.02M | $164.84B | -16.18% | 77 Outperform | |
| Mercadolibre | 6.15% | $1.82M | $90.61B | -27.11% | 77 Outperform | |
| Schneider Electric | 5.99% | $1.78M | €161.37B | 24.67% | 62 Neutral | |
| ASML Holding NV | 5.92% | $1.75M | €552.35B | 80.43% | 76 Outperform | |
| Spotify | 5.81% | $1.72M | $104.89B | -30.68% | 66 Neutral | |
| Lonza Group Ltd | 4.84% | $1.44M | CHF37.18B | 0.44% | 71 Outperform | |
| Tencent Holdings | 4.41% | $1.31M | HK$3.78T | -35.22% | 75 Outperform | |
| ASM International NV | 4.02% | $1.19M | €39.60B | 65.37% | 75 Outperform | |
| Adyen | 3.93% | $1.16M | €27.85B | -36.90% | 66 Neutral | |
| Tokyo Electron | 3.85% | $1.14M | ¥24.14T | 84.57% | 73 Outperform |
PCIG Technical Analysis
Positive
―
Price Trends
9.03
Positive
8.77
Positive
8.79
Positive
Market Momentum
0.06
Positive
69.35
Neutral
<0.01
Positive
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 undefined is equal to the 20-day moving average (MA) of 9.27, equal to the 50-day MA of 9.03, and equal to the 200-day MA of 8.79, indicating a neutral trend. The MACD of 0.06 indicates Positive momentum. The RSI at 69.35 is Neutral, neither overbought nor oversold. The STOCH value of <0.01 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
Performance Comparison
PCIG
Polen Capital International Growth ETF
9.27
-0.27
-2.83%
OAKI
Oakmark International Large Cap ETF
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PJIO
PGIM Jennison International Opportunities ETF
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GIEQ
Goldman Sachs Data Enhanced International Equity ETF
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TIIV
AAM Todd International Intrinsic Value ETF
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IGGY
AB International Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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