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PCIG - ETF AI Analysis
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Polen Capital International Growth ETF (PCIG)
Rating:67Neutral
Price Target:―
Positive Factors
Leading Tech Growth Names
Top holdings like ASML and Tokyo Electron have shown strong recent performance, helping support the fund’s overall returns.
Global Diversification
The ETF spreads its investments across several countries in Europe, Asia, and the Americas, reducing reliance on any single market.
Focused Growth Sectors
Heavy exposure to technology, financials, and health care positions the fund to benefit if growth-oriented sectors continue to do well over time.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Recent Performance Soft Patch
The ETF has experienced weak performance over the last three months, which may signal short-term volatility or pressure on its strategy.
Several Lagging Top Holdings
A number of major positions such as SAP, Shopify, and HDFC Bank have been weak recently, which can drag on the fund’s overall results.
PCIG vs. SPDR S&P 500 ETF (SPY)
AUM25.83M
RegionGlobal Ex-U.S.
Expense Ratio0.85%
Beta0.89
IssuerPolen
Inception DateMar 14, 2024
Dividend Yield0.14%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,464
30 Day Avg. Volume5,458
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
11.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PCIG Summary
Polen Capital International Growth ETF (PCIG) is an actively managed fund that invests in large, fast-growing companies outside the U.S., with some U.S. exposure as well. It focuses on international leaders in areas like technology, finance, and health care, following a global growth theme rather than a specific index. Well-known holdings include ASML and SAP, along with other major tech and financial names. Someone might invest in PCIG to seek long-term growth and diversify beyond the U.S. market. A key risk is that growth and tech-focused international stocks can be volatile and may fall sharply during market downturns.
How much will it cost me?The Polen Capital International Growth ETF (PCIG) 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 international growth stocks rather than tracking an index.
What would affect this ETF?The Polen Capital International Growth ETF (PCIG) could benefit from global economic growth and technological innovation, as its largest sector exposure is technology, which often thrives during periods of innovation and increased digital adoption. However, it may face challenges from rising interest rates or economic slowdowns, which can negatively impact growth stocks and international markets. Additionally, regulatory changes in key regions or industries could influence the performance of its top holdings, such as SAP SE and ASML Holding NV.
PCIG Top 10 Holdings
PCIG is leaning hard into international tech, with chip makers ASML and Tokyo Electron acting as the main engines of recent gains and giving the fund a clear semiconductor tilt outside the U.S. E-commerce name Mercadolibre and health care player Lonza are more steady contributors, helping smooth the ride. On the flip side, software giant SAP and Shopify have been losing steam, while HDFC Bank has also been lagging, creating some drag. Overall, it’s a global ex-U.S. growth story, but with a lot riding on a handful of tech champions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ASML Holding NV | 8.22% | $2.12M | €456.01B | 65.75% | 76 Outperform | |
| SAP SE | 6.56% | $1.69M | €194.95B | -35.65% | 66 Neutral | |
| Mercadolibre | 6.22% | $1.61M | $99.88B | 0.02% | 77 Outperform | |
| Tokyo Electron | 5.57% | $1.44M | ¥18.80T | 57.75% | 73 Outperform | |
| Schneider Electric | 4.92% | $1.27M | €142.44B | 5.58% | 62 Neutral | |
| Hdfc Bank | 4.63% | $1.20M | $159.65B | 11.80% | 73 Outperform | |
| Icon | 4.36% | $1.13M | $11.50B | -17.50% | 68 Neutral | |
| Nu Holdings | 4.29% | $1.11M | $84.31B | 25.90% | 79 Outperform | |
| Lonza Group Ltd | 4.05% | $1.05M | CHF35.34B | -15.14% | 71 Outperform | |
| Tencent Holdings | 3.73% | $962.27K | HK$4.94T | 27.28% | 75 Outperform |
PCIG Technical Analysis
Negative
―
Price Trends
9.22
Negative
9.29
Negative
9.40
Negative
Market Momentum
-0.09
Positive
44.58
Neutral
29.07
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCIG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 9.26, equal to the 50-day MA of 9.22, and equal to the 200-day MA of 9.40, indicating a bearish trend. The MACD of -0.09 indicates Positive momentum. The RSI at 44.58 is Neutral, neither overbought nor oversold. The STOCH value of 29.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PCIG.
PCIG Peer Comparison
Comparison Results
Performance Comparison
PCIG
Polen Capital International Growth ETF
9.06
-0.90
-9.04%
OAKI
Oakmark International Large Cap ETF
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JDVI
John Hancock Disciplined Value International Select ETF
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AADR
AdvisorShares Dorsey Wright ADR ETF
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TIIV
AAM Todd International Intrinsic Value ETF
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IGGY
AB International 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.
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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