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PCGG - AI Analysis
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Polen Capital Global Growth ETF (PCGG)
Rating:75Outperform
Price Target:
$14.00
Positive Factors
Strong Top Holdings
Several key positions, including Microsoft, Shopify, and Oracle, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Sector Leadership in Technology
With significant exposure to the high-performing technology sector, the ETF benefits from growth in innovative industries.
Global Diversification
While primarily focused on U.S. companies, the ETF includes exposure to European and Asian markets, adding some international balance.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many passive funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, such as Aon, SAP SE, and MSCI, have shown weak year-to-date performance, dragging on the fund’s overall momentum.
Overweight in U.S. Market
With nearly 85% of its assets in U.S. companies, the ETF is heavily reliant on the performance of the domestic market, limiting global diversification.
PCGG vs. SPDR S&P 500 ETF (SPY)
AUM196.68M
RegionGlobal
Expense Ratio0.85%
Beta0.92
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. Volume44,111
30 Day Avg. Volume39,523
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
14.74Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering33
PCGG Summary
The Polen Capital Global Growth ETF (PCGG) is designed for investors who want to focus on large, fast-growing companies worldwide. This ETF includes well-known names like Microsoft and Amazon, along with other leaders in technology, healthcare, and finance. It’s a great option for those looking to invest in companies with strong growth potential and diversify their portfolio across different sectors and countries. However, since PCGG focuses heavily on growth stocks, its performance can be more volatile and sensitive to market changes compared to more balanced investments.
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
The Polen Capital Global Growth ETF (PCGG) leans heavily on technology, with nearly half its portfolio in the sector, led by Microsoft and Shopify. Microsoft’s steady growth in cloud and AI services has kept it as a reliable performer, while Shopify’s rapid rise, fueled by innovation and international expansion, has been a standout driver. On the flip side, Amazon has been lagging, weighed down by challenges in its AWS margins and supply chain issues. Financial names like Mastercard and Visa show mixed signals, with strong fundamentals but concerns over valuation. Overall, the fund’s global focus and tech-heavy tilt make it a bet on innovation, but some holdings face headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 6.69% | $13.15M | $4.03T | 25.20% | 83 Outperform | |
| Amazon | 6.27% | $12.33M | $2.46T | 19.49% | 77 Outperform | |
| Shopify | 5.59% | $11.00M | $232.85B | 123.73% | 77 Outperform | |
| Oracle | 4.73% | $9.31M | $784.82B | 57.71% | 66 Neutral | |
| Mastercard | 4.48% | $8.82M | $501.35B | 7.96% | 80 Outperform | |
| Visa | 4.39% | $8.64M | $657.51B | 17.62% | 75 Outperform | |
| Aon | 4.07% | $8.00M | $70.31B | -11.75% | 75 Outperform | |
| Alphabet Class C | 3.86% | $7.60M | $3.32T | 56.22% | 83 Outperform | |
| MSCI | 3.72% | $7.32M | $42.64B | -0.27% | 66 Neutral | |
| Broadcom | 3.57% | $7.01M | $1.82T | 118.51% | 76 Outperform |
PCGG Technical Analysis
Positive
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Price Trends
12.34
Positive
12.19
Positive
11.88
Positive
Market Momentum
0.04
Negative
54.80
Neutral
85.03
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCGG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 12.41, equal to the 50-day MA of 12.34, and equal to the 200-day MA of 11.88, indicating a bullish trend. The MACD of 0.04 indicates Negative momentum. The RSI at 54.80 is Neutral, neither overbought nor oversold. The STOCH value of 85.03 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PCGG.
PCGG Peer Comparison
Comparison Results
Performance Comparison
PCGG
Polen Capital Global Growth ETF
12.49
1.06
9.27%
TGRW
T. Rowe Price Growth Stock ETF
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FFLC
Fidelity Fundamental Large Cap Core 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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