PCLG - ETF AI Analysis
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Polen Focus Growth ETF (PCLG)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Growth-Oriented Top Holdings
Several major positions like Broadcom, Oracle, Alphabet, Amazon, Nvidia, and Eli Lilly have shown strong or steady performance, helping support the fund despite recent volatility.
Focused Yet Multi-Sector Exposure
The ETF holds companies across technology, financials, health care, consumer cyclical, communication services, and real estate, giving investors exposure to several key parts of the economy.
Reasonable Expense Ratio for Active Growth Strategy
The fund’s expense ratio is moderate for an actively managed, concentrated growth strategy, so fees are not excessively high relative to its specialized approach.
Negative Factors
High Concentration in Technology Stocks
With a large portion of assets in technology and several tech names among the biggest holdings, the fund is sensitive to downturns in the tech sector.
Recent Weak Overall Performance
The ETF’s year-to-date return has been negative, reflecting recent pressure on some of its holdings and adding short-term performance risk for new investors.
Limited Geographic Diversification
Because the fund is invested almost entirely in U.S. companies, investors are heavily exposed to the U.S. market and get little benefit from international diversification.
PCLG vs. SPDR S&P 500 ETF (SPY)
AUM88.39M
RegionGlobal
Expense Ratio0.49%
Beta1.31
IssuerPolen
Inception DateSep 30, 2025
Dividend Yield0.04%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,558
30 Day Avg. Volume22,034
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
29.10Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering26
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PCLG Summary
Polen Focus Growth ETF (PCLG) is an actively managed fund that picks a small group of large, fast-growing companies, mainly in the U.S. It doesn’t track a set index, but instead focuses on growth stocks, especially in technology and related areas. Well-known holdings include Microsoft, Amazon, Nvidia, and Alphabet (Google). Someone might invest in this ETF to seek long-term growth by owning leading companies in tech, health care, and finance in a single investment. A key risk is that it’s heavily tilted toward growth and tech stocks, so its price can swing a lot and may fall sharply if these sectors struggle.
How much will it cost me?This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the average index (passive) ETF because this fund is actively managed, with professionals selecting and monitoring a focused portfolio of growth stocks.
What would affect this ETF?This ETF is heavily invested in global technology and other growth-focused large companies, so it could benefit if innovation stays strong, digital services keep expanding, and the economy supports business and consumer spending. On the other hand, it could be hurt by rising interest rates that make growth stocks less attractive, tighter rules on big tech and financial firms, or a global slowdown that reduces demand for software, online services, and consumer purchases.
PCLG Top 10 Holdings
This fund is leaning heavily on Big Tech and semiconductors, with Microsoft, Nvidia, and Broadcom doing most of the heavy lifting as their AI and cloud stories keep humming along. Amazon and Alphabet add more tech firepower, though Alphabet has been a bit choppy lately and not pulling its full weight. On the financial side, Visa and Mastercard are steady but not exactly sprinting ahead. With a global mandate but a clear tilt toward U.S. tech giants, the ETF’s fortunes are closely tied to whether the current AI and digital spending boom keeps its momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 8.69% | $7.59M | $3.68T | -4.76% | 79 Outperform | |
| Nvidia | 7.40% | $6.46M | $5.45T | 24.78% | 76 Outperform | |
| Broadcom | 6.56% | $5.73M | $1.87T | 28.28% | 76 Outperform | |
| Amazon | 6.06% | $5.29M | $2.83T | 13.69% | 71 Outperform | |
| Alphabet Class C | 6.02% | $5.26M | $4.22T | 67.65% | 82 Outperform | |
| ServiceNow | 5.76% | $5.03M | $128.22B | -28.51% | 75 Outperform | |
| Shopify | 5.69% | $4.97M | $198.90B | 9.08% | ― | |
| Visa | 5.39% | $4.71M | $679.89B | 5.71% | 70 Outperform | |
| Mastercard | 5.20% | $4.54M | $498.70B | -2.13% | 75 Outperform | |
| Oracle | 4.83% | $4.22M | $433.57B | -39.37% | 66 Neutral |
PCLG Technical Analysis
Positive
―
Price Trends
22.18
Positive
22.08
Positive
22.86
Positive
Market Momentum
0.48
Negative
66.01
Neutral
87.99
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PCLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.45, equal to the 50-day MA of 22.18, and equal to the 200-day MA of 22.86, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 66.01 is Neutral, neither overbought nor oversold. The STOCH value of 87.99 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PCLG.
PCLG Peer Comparison
Comparison Results
Performance Comparison
PCLG
Polen Focus Growth ETF
23.56
-1.56
-6.21%
NTSD
WisdomTree Efficient U.S. Plus International Equity Fund
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BCGS
Bancreek Global Select ETF
―
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―
OAKG
Oakmark Global Large Cap ETF
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―
―
NBGX
Neuberger Berman Growth ETF
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PCGG
Polen Capital Global 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.
DisclaimerThis 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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