PCSG - ETF AI Analysis
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Polen 5Perspectives Small-Mid Growth ETF (PCSG)
PCSG, the Polen 5Perspectives Small-Mid Growth ETF, has a solid overall rating driven by several strong growth-focused holdings like Littelfuse, BWX Technologies, JFrog, and DigitalOcean, which show robust financial performance, positive earnings calls, and strategic investments in areas like AI and acquisitions. However, weaker names such as Twist Bioscience and Rubrik, which face profitability, cash flow, and valuation challenges, weigh on the fund’s quality. The main risk factor is its tilt toward smaller growth companies with high valuations and some leverage, which can make the ETF more sensitive to market volatility and financial setbacks.
PCSG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.16M
- Region
- North America
- Expense Ratio
- 0.60%
- Beta
- 1.91
- Issuer
- Polen
- Inception Date
- May 18, 2026
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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 mainly invests in areas like technology, industrials, and health care, and holds growing names such as Twilio and DigitalOcean. Someone might consider this ETF to seek higher long-term growth and to complement a core large-cap portfolio with smaller, faster-growing companies. A key risk is that small- and mid-cap growth stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall 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 leans heavily into U.S. small- and mid-cap growth, with a clear tilt toward tech and innovation. DigitalOcean and Semtech are rising, helping power returns as demand for cloud and connectivity stays in the spotlight. Twist Bioscience and Bloom Energy add a strong growth story from health care and clean energy, though their mixed profitability can make the ride bumpier. JFrog and BWX Technologies have been more lagging lately, acting as small anchors. Overall, the fund is a concentrated U.S. growth play, driven by niche tech and industrial names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 RBRK | Rubrik, Inc. Class A | 2.98% | $94.11K | $27.70B | 85.80% | 50Neutral |
 TWLO | Twilio | 2.62% | $82.73K | $37.15B | 116.74% | 70Neutral |
 EMBJ | Embraer | 2.73% | $86.32K | $13.74B | 15.35% | 69Neutral |
 FROG | JFrog | 2.61% | $82.39K | $12.19B | 104.70% | 73Outperform |
 DOCN | DigitalOcean Holdings | 2.70% | $85.11K | $11.75B | 152.45% | 73Outperform |
 TWST | Twist Bioscience | 3.19% | $100.77K | $11.42B | 438.50% | 43Neutral |
 HNGE | Hinge Health, Inc. Class A | 2.34% | $74.01K | $9.43B | 135.69% | 70Outperform |
 LFUS | Littelfuse | 2.22% | $70.07K | $10.27B | 60.05% | 76Outperform |
 BWXT | BWX Technologies | 2.09% | $65.86K | $12.64B | -35.45% | 75Outperform |
 OSCR | Oscar Health | 1.97% | $62.09K | $9.50B | 62.82% | 49Neutral |
PCSG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCSG, the sentiment is Neutral. The current price of 21.43 is below the 20-day moving average (MA) of 21.52, below the 50-day MA of 21.91, and compared to the 200-day MA of , indicating a neutral trend. The MACD of -0.38 indicates Negative momentum. The RSI at 49.35 is Neutral, neither overbought nor oversold. The STOCH value of 98.07 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PCSG.
PCSG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| PCSG | $21.43 | $24.00(11.99% Upside) | $3.16M | 0.60% | 61Neutral |
 OASC | $34.93 | $41.54(18.93% Upside) | $101.38M | 0.69% | 68Neutral |
 CVSM | $26.00 | $29.10(11.92% Upside) | $92.26M | 0.55% | 62Neutral |
 MYLD | $33.64 | $37.83(12.45% Upside) | $53.24M | 0.62% | 68Neutral |
 BCSM | $25.43 | $32.36(27.26% Upside) | $37.33M | 0.75% | 58Neutral |
 SSMG | $23.94 | $34.94(45.99% Upside) | $2.98M | 0.39% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| PCSG | Polen 5Perspectives Small-Mid Growth ETF | 21.43 | -2.33 | -9.80% | |
| OASC | OneAscent Small Cap Core ETF | 34.93 | 6.71 | 23.77% | |
| CVSM | CresAlta Small and Mid-Cap ETF | 26.00 | 0.91 | 3.63% | |
| MYLD | Cambria Micro and SmallCap Shareholder Yield ETF | 33.64 | 8.93 | 36.13% | |
| BCSM | Baron SMID Cap ETF | 25.43 | 1.13 | 4.64% | |
| SSMG | Virtus Silvant Small/Mid Growth ETF | 23.94 | -1.09 | -4.36% |
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.