PCSG - ETF AI Analysis
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Polen 5Perspectives Small-Mid Growth ETF (PCSG)
Rating:62Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its growth-focused strategy has been working well.
Leading Holdings Showing Solid Momentum
Several of the largest positions, including Bloom Energy, DigitalOcean, and Modine, have shown strong year-to-date performance, helping support the fund’s overall returns.
Balanced Sector Mix Within Growth Areas
The fund spreads its investments across technology, industrials, health care, consumer, financials, and energy, which helps reduce reliance on any single growth sector.
Negative Factors
Higher Expense Ratio
The ETF’s fee is on the higher side for an index-like product, which means more of the return is eaten up by costs over time.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers very limited international diversification and is highly tied to the U.S. market.
Small Asset Base
The relatively low amount of assets under management may lead to lower trading liquidity and a higher chance the fund could be closed if it does not grow.
PCSG vs. SPDR S&P 500 ETF (SPY)
AUM2.57M
RegionNorth America
Expense Ratio0.60%
Beta1.73
IssuerPolen
Inception DateMay 18, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume84
30 Day Avg. Volume501
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
29.00Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering85
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PCSG Summary
Polen 5Perspectives Small-Mid Growth ETF (PCSG) is an actively managed fund that focuses on smaller and mid-sized U.S. companies with strong growth potential, rather than tracking a fixed index. It looks for businesses with rising sales and profits across sectors like technology, industrials, and health care. The fund holds companies such as Bloom Energy and DigitalOcean, aiming to give investors exposure to up-and-coming names outside the largest stocks. Someone might invest for long-term growth and added diversification beyond big, well-known companies. A key risk is that small- and mid-sized growth stocks can be more volatile and may go up and down sharply with the market.
How much will it cost me?This ETF has an expense ratio of 0.60%, which means you’ll pay about $6 per year for every $1,000 you invest. That’s higher than the average index ETF because this fund is actively managed, with managers researching and selecting a focused group of small- and mid-cap growth stocks.
What would affect this ETF?This ETF could benefit if the U.S. economy stays healthy and investors favor smaller, faster-growing companies, especially in technology and industrials, where many of its holdings operate in areas like clean energy, digital services, and specialized manufacturing. On the other hand, rising interest rates, a slowdown in U.S. growth, or tighter regulations on tech, energy, or industrial companies could hurt these smaller firms more than large, established companies and make the fund’s performance more volatile.
PCSG Top 10 Holdings
PCSG is leaning into U.S. small- and mid-cap growth, with a clear tilt toward tech and industrial innovators. Software names like Twilio and JFrog have been rising, helping power the fund’s recent momentum, while Twist Bioscience has been a standout growth story despite its choppy path to profitability. On the flip side, BWX Technologies and Modine have been lagging, acting as a bit of a brake on returns. DigitalOcean’s mixed performance shows the fund’s appetite for emerging cloud and AI plays, underscoring its concentrated bet on niche, higher-volatility growth themes.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| DigitalOcean Holdings | 3.69% | $95.53K | $15.60B | 258.45% | 73 Outperform | |
| Embraer | 2.78% | $72.02K | $13.49B | 27.12% | 69 Neutral | |
| Twilio | 2.69% | $69.57K | $34.89B | 125.36% | 70 Neutral | |
| BWX Technologies | 2.60% | $67.40K | $14.36B | -10.35% | 75 Outperform | |
| Littelfuse | 2.59% | $67.01K | $10.72B | 52.46% | 76 Outperform | |
| Twist Bioscience | 2.45% | $63.48K | $8.26B | 395.31% | 43 Neutral | |
| Bloom Energy | 2.31% | $59.84K | $79.31B | 284.14% | 62 Neutral | |
| Semtech | 2.27% | $58.70K | $15.30B | 161.25% | 69 Neutral | |
| JFrog | 2.23% | $57.89K | $10.77B | 77.69% | 73 Outperform | |
| Modine | 2.20% | $56.98K | $9.88B | 22.07% | 68 Neutral |
PCSG Technical Analysis
Negative
―
Price Trends
22.72
Negative
Market Momentum
-0.30
Negative
44.54
Neutral
48.78
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCSG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 22.31, equal to the 50-day MA of 22.72, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.30 indicates Negative momentum. The RSI at 44.54 is Neutral, neither overbought nor oversold. The STOCH value of 48.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PCSG.
PCSG Peer Comparison
Comparison Results
Performance Comparison
PCSG
Polen 5Perspectives Small-Mid Growth ETF
21.94
-1.57
-6.68%
CVSM
CresAlta Small and Mid-Cap ETF
―
―
―
MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
―
―
―
BCSM
Baron SMID Cap ETF
―
―
―
IVSS
Applied Finance IVS US SMID ETF
―
―
―
SSMG
Virtus Silvant Small/Mid Growth ETF
―
―
―
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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