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PCGG - ETF AI Analysis
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Polen Capital Global Growth ETF (PCGG)
Rating:71Outperform
Price Target:―
Positive Factors
High-Quality Global Growth Names
The ETF holds many well-known global growth companies, which can provide solid long-term growth potential.
Sector Diversification Across Growth Areas
Holdings spread across technology, financials, health care, communication services, and consumer sectors help reduce reliance on any single industry.
Meaningful Non-U.S. Exposure
While the fund is mostly U.S.-focused, it still includes positions in Europe and Asia, adding some international diversification.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year-to-date, signaling recent performance headwinds.
Concentration in a Few Large Tech and Financial Names
A significant portion of the portfolio is tied up in a small group of large technology and financial stocks, increasing the impact if these companies struggle.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
PCGG vs. SPDR S&P 500 ETF (SPY)
AUM174.57M
RegionGlobal
Expense Ratio0.85%
Beta0.91
IssuerPolen
Inception DateAug 29, 2023
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume52,626
30 Day Avg. Volume50,490
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
14.49Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering29
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PCGG Summary
Polen Capital Global Growth ETF (PCGG) is an actively managed fund that invests in large, fast-growing companies around the world, with most of its holdings in the U.S. It doesn’t track a specific index, but follows a global growth theme, focusing on businesses with strong sales and market positions. Top holdings include well-known names like Microsoft, Alphabet (Google), Amazon, and Nvidia, giving investors exposure to leading technology and financial companies. Someone might invest in PCGG for long-term growth and global diversification. A key risk is that it is heavily tilted toward growth and tech stocks, so its price can rise and fall sharply with market swings.
How much will it cost me?The Polen Capital Global Growth ETF (PCGG) 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 global growth stocks rather than tracking an index.
What would affect this ETF?The Polen Capital Global Growth ETF (PCGG) could benefit from continued innovation and expansion in the technology sector, which makes up a significant portion of its holdings, as well as global economic growth that supports large-cap companies like Microsoft and Amazon. However, rising interest rates or economic slowdowns could negatively impact growth-oriented stocks, and regulatory changes in key sectors such as technology and financial services may pose risks to some of its top holdings. The ETF's global exposure also means it could be affected by geopolitical tensions or currency fluctuations.
PCGG Top 10 Holdings
PCGG is leaning heavily on U.S.-led Big Tech and digital platforms, with Alphabet and Amazon doing much of the heavy lifting as their shares keep rising on AI and cloud optimism. Eli Lilly has also been a bright spot, giving the fund a boost from the healthcare side. On the other hand, Microsoft and Nvidia have turned more mixed lately, while payment giants Visa and Mastercard are losing steam and acting as a drag. Overall, it’s a global fund on paper, but performance is being driven by a concentrated group of large U.S. growth names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class C | 6.88% | $12.00M | $4.02T | 64.03% | 82 Outperform | |
| Amazon | 6.35% | $11.09M | $2.49T | -2.44% | 71 Outperform | |
| Nvidia | 5.82% | $10.16M | $4.23T | 33.57% | 76 Outperform | |
| Microsoft | 5.67% | $9.90M | $3.08T | -0.39% | 79 Outperform | |
| Aon | 4.87% | $8.51M | $75.27B | -8.97% | 66 Neutral | |
| Mastercard | 4.73% | $8.26M | $497.20B | -2.69% | 75 Outperform | |
| Visa | 4.71% | $8.22M | $628.93B | -5.04% | 70 Outperform | |
| Eli Lilly & Co | 4.62% | $8.06M | $1.05T | 17.29% | 72 Outperform | |
| Tencent Holdings | 4.38% | $7.64M | HK$5.04T | 33.38% | 75 Outperform | |
| MSCI | 4.04% | $7.06M | $42.91B | -2.80% | 62 Neutral |
PCGG Technical Analysis
Negative
―
Price Trends
11.83
Negative
12.06
Negative
11.97
Negative
Market Momentum
-0.21
Positive
20.47
Positive
4.46
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCGG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 11.67, equal to the 50-day MA of 11.83, and equal to the 200-day MA of 11.97, indicating a bearish trend. The MACD of -0.21 indicates Positive momentum. The RSI at 20.47 is Positive, neither overbought nor oversold. The STOCH value of 4.46 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PCGG.
PCGG Peer Comparison
Comparison Results
Performance Comparison
PCGG
Polen Capital Global Growth ETF
10.84
-1.53
-12.37%
FFLC
Fidelity Fundamental Large Cap Core ETF
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TGRW
T. Rowe Price Growth Stock ETF
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FHEQ
Fidelity Hedged Equity ETF
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―
―
FFLG
Fidelity Fundamental Large Cap Growth ETF
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BCHP
Principal Focused Blue Chip 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.
Disclaimer
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.Date of analysis: ―
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