Morningstar

Polen Floating Rate Income ETF PCFI

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub

Morningstar’s Analysis PCFI

Will PCFI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCFI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCFI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCFI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polen Floating Rate Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PCFI

More PCFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ten-X (Auction.Com) 1st Lien Term Loan -2028

3.20 299,631
Corporate

Baffinland Iron Mines Corporation and Baffinland Iron Mines LP

3.14 293,794
Corporate

Covetrus Inc. 1st Lien Term Loan 2029

3.14 293,551
Corporate

Learning Care Group First Lien Term Loan

2.67 250,238
Corporate

Performance Health 1st Lien Term Loan B 2032

2.24 209,773
Corporate

Angus Chemical Co. 2nd Lien Term Loan

2.23 208,294
Corporate

Kaseya Inc 2nd Lien Term Loan 2033

2.19 205,062
Corporate

Dexko Global Inc

2.01 187,683
Corporate

Infinite Electronics 1 Lien Term Loan

1.99 186,712
Corporate

Power Home Remodeling Term Loan B 2032

1.95 182,272
Corporate

Sponsor Center