Morningstar

Polen Focus Growth ETF PCLG

Medalist Rating as of Sep 30, 2026 See Polen Capital Investment Hub

Strategy

The investment seeks to achieve long-term growth of capital. The fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $10 billion at the time of purchase) that, in the adviser’s opinion, have a sustainable competitive advantage. The fund employs a focused portfolio investing style, which results in fewer holdings than a fund that seeks to achieve its investment objective by investing in a greater number of issuers. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PCLG	Polen Focus Growth ETF	ETF	Open	—		Sep 29, 2025	$86.77M	0.490%	—	—	−$9.40M

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