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PCIG - ETF AI Analysis
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Polen Capital International Growth ETF (PCIG)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Performing Holdings
Several top holdings, such as Shopify and ASML Holding NV, have shown strong year-to-date performance, boosting the ETF's returns.
Global Diversification
The ETF invests in companies across multiple countries, including Germany, Japan, and the UK, reducing reliance on any single market.
Sector Focus on Growth Areas
With significant exposure to technology and consumer cyclical sectors, the ETF targets industries with high growth potential.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Underperforming Holdings
Some key positions, such as Sage Group and Monday.com, have lagged in performance, potentially dragging down overall returns.
Overweight in U.S. Market
Nearly half of the portfolio is concentrated in U.S. companies, which may limit diversification and increase exposure to domestic market risks.
PCIG vs. SPDR S&P 500 ETF (SPY)
AUM26.04M
RegionGlobal Ex-U.S.
Expense Ratio0.85%
Beta0.88
IssuerPolen
Inception DateMar 14, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,819
30 Day Avg. Volume3,463
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
10.87Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering28
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PCIG Summary
The Polen Capital International Growth ETF (PCIG) is an investment fund that focuses on large, fast-growing companies from around the world, including countries like Germany, Japan, and the UK. It holds well-known companies such as SAP SE and Shopify, and emphasizes industries like technology and healthcare. This ETF is designed for investors looking to diversify their portfolios internationally and benefit from the growth potential of leading global firms. However, since it invests heavily in tech stocks, its performance can be impacted by changes in the technology sector or broader market trends.
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
The Polen Capital International Growth ETF is leaning heavily on the technology sector, with nearly half of its portfolio tied to names like ASML Holding NV and Tokyo Electron, which have shown steady or rising momentum recently. Shopify is also adding a spark with its strong year-to-date gains, though bearish trends are tempering enthusiasm. On the flip side, lagging performance from SAP SE and Monday.com is holding the fund back, as both face valuation concerns and bearish technical signals. With its global ex-U.S. focus, the ETF offers exposure to international growth, but its tech-heavy positioning makes it vulnerable to sector-specific swings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Sage Group plc | 6.99% | $1.83M | £10.24B | -17.36% | 77 Outperform | |
| SAP SE | 6.85% | $1.80M | €241.18B | -13.58% | 66 Neutral | |
| ASML Holding NV | 6.19% | $1.62M | €347.07B | 30.77% | 76 Outperform | |
| Shopify | 5.38% | $1.41M | $211.87B | 47.43% | 77 Outperform | |
| Icon | 5.13% | $1.34M | $13.93B | -12.26% | 68 Neutral | |
| Mercadolibre | 4.89% | $1.28M | $98.03B | 11.65% | 77 Outperform | |
| Hdfc Bank | 4.84% | $1.27M | $169.21B | 9.12% | 73 Outperform | |
| Tokyo Electron | 4.23% | $1.11M | ¥14.19T | 30.64% | 73 Outperform | |
| Schneider Electric | 4.13% | $1.08M | €134.75B | -2.88% | 62 Neutral | |
| Monday.com | 3.76% | $985.67K | $7.62B | -40.37% | 66 Neutral |
PCIG Technical Analysis
Negative
―
Price Trends
9.26
Negative
9.30
Negative
9.39
Negative
Market Momentum
-0.03
Negative
38.68
Neutral
13.66
Positive
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 9.05, equal to the 50-day MA of 9.26, and equal to the 200-day MA of 9.39, indicating a bearish trend. The MACD of -0.03 indicates Negative momentum. The RSI at 38.68 is Neutral, neither overbought nor oversold. The STOCH value of 13.66 is Positive, 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
8.95
-0.36
-3.87%
EXUS
Macquarie Focused International Core ETF
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―
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JDVI
John Hancock Disciplined Value International Select ETF
―
―
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AADR
AdvisorShares Dorsey Wright ADR ETF
―
―
―
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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