Polen Focus Growth ETF PCLG

Morningstar Medalist Rating

Morningstar’s Analysis PCLG

Will PCLG outperform in the future?

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

Analyst Drew Carter

Drew Carter

Analyst

Summary

Process downgrade tempers a still-compelling quality growth approach. Polen Focus Growth remains a solid large-growth choice, but lower conviction leads to a Process downgrade to Above Average from High. Unfavorable style headwinds aside, individual stock missteps and being slow to act on conviction have eroded some of our conviction in an otherwise solid quality growth approach. Even so, the strategy still benefits from a deeply experienced team capable of regaining its footing. Investors should pay close attention to fees here, as they vary considerably based on vehicle and share class: US offerings include a mutual fund, an active exchange-traded fund, and separately managed accounts, plus a mutual fund for UCITS investors.

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Portfolio Holdings PCLG

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings61.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.228M
Technology

NVIDIA Corp

7.797M
Technology

ServiceNow Inc

6.386M
Technology

Alphabet Inc Class C

6.125M
Communication Services

Broadcom Inc

6.005M
Technology

Amazon.com Inc

5.895M
Consumer Cyclical

Visa Inc Class A

5.465M
Financial Services

Mastercard Inc Class A

5.355M
Financial Services

Eli Lilly and Co

4.774M
Healthcare

Oracle Corp

4.524M
Technology

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