PCLG - ETF AI Analysis
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Polen Focus Growth ETF (PCLG)
Rating:70Outperform
Price Target:―
Positive Factors
Leading Technology and Growth Names
The fund’s largest positions include well-known growth companies that have generally shown strong share price trends, which can support long-term returns.
Broad Sector Mix Within Growth
Holdings spread across technology, financials, consumer, industrials, health care, and communication services help reduce the impact if any one growth sector stumbles.
Strong Individual Winners in Top Holdings
Several key positions, such as major chipmakers, online retailers, and a large pharmaceutical company, have delivered strong recent performance, helping offset weaker names in the portfolio.
Negative Factors
Heavy Tilt Toward Technology
Nearly half of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that single sector.
High Concentration in a Small Group of Stocks
A relatively small number of large positions make up a big share of the fund, increasing the risk that trouble in just a few companies could hurt overall results.
U.S.-Only Geographic Exposure
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market’s fortunes.
PCLG vs. SPDR S&P 500 ETF (SPY)
AUM91.55M
RegionGlobal
Expense Ratio0.49%
Beta1.32
IssuerPolen
Inception DateSep 30, 2025
Dividend Yield0.04%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,784
30 Day Avg. Volume9,632
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
29.50Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering28
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PCLG Summary
Polen Focus Growth ETF (PCLG) is an actively managed fund that invests in large, fast-growing companies, mainly in the United States. It doesn’t track a fixed index, but instead picks a focused list of leading businesses, with a strong tilt toward technology and other growth sectors. Well-known holdings include Microsoft and Amazon. Someone might invest in this ETF to seek long-term growth by owning a concentrated mix of high-quality, innovative companies. However, because it leans heavily on growth and tech-related stocks, its price can rise and fall more sharply than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the average index (passive) ETF because this fund is actively managed, with professionals selecting and monitoring a focused portfolio of growth stocks.
What would affect this ETF?This ETF is heavily invested in global technology and other growth-focused large companies, so it could benefit if innovation stays strong, digital services keep expanding, and the economy supports business and consumer spending. On the other hand, it could be hurt by rising interest rates that make growth stocks less attractive, tighter rules on big tech and financial firms, or a global slowdown that reduces demand for software, online services, and consumer purchases.
PCLG Top 10 Holdings
This fund leans heavily into global Big Tech and digital infrastructure, with Microsoft and Nvidia doing much of the heavy lifting as their cloud and AI stories keep rising. Alphabet and Amazon are also pulling their weight, though their momentum has been a bit more mixed lately. ServiceNow, despite strong fundamentals, has been lagging and occasionally acts like a speed bump for performance. Rounding things out, payment giants Visa and Mastercard are steady contributors, reinforcing a tech-and-finance tilt that’s firmly anchored in large, globally diversified growth names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 9.45% | $8.68M | $4.02T | 5.82% | 79 Outperform | |
| Nvidia | 7.54% | $6.93M | $5.45T | 26.93% | 76 Outperform | |
| ServiceNow | 6.38% | $5.87M | $145.09B | -23.94% | 75 Outperform | |
| Alphabet Class C | 6.07% | $5.58M | $4.29T | 41.97% | 82 Outperform | |
| Amazon | 5.92% | $5.44M | $2.80T | 19.50% | 71 Outperform | |
| Broadcom | 5.91% | $5.43M | $1.69T | 3.83% | 76 Outperform | |
| Visa | 5.82% | $5.35M | $726.79B | 13.69% | 70 Outperform | |
| Mastercard | 5.68% | $5.22M | $521.30B | 6.49% | 75 Outperform | |
| Shopify | 4.68% | $4.30M | $220.92B | 15.46% | ― | |
| Eli Lilly & Co | 4.65% | $4.27M | $1.11T | 43.60% | 72 Outperform |
PCLG Technical Analysis
Positive
―
Price Trends
23.04
Positive
22.57
Positive
22.48
Positive
Market Momentum
0.17
Negative
61.67
Neutral
90.05
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.93, equal to the 50-day MA of 23.04, and equal to the 200-day MA of 22.48, indicating a bullish trend. The MACD of 0.17 indicates Negative momentum. The RSI at 61.67 is Neutral, neither overbought nor oversold. The STOCH value of 90.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PCLG.
PCLG Peer Comparison
Comparison Results
Performance Comparison
PCLG
Polen Focus Growth ETF
23.51
-1.62
-6.45%
RCGE
RockCreek Global Equality ETF
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―
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NTSD
WisdomTree Efficient U.S. Plus International Equity Fund
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BCGS
Bancreek Global Select ETF
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―
―
OAKG
Oakmark Global Large Cap ETF
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NBGX
Neuberger Berman 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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