Morningstar

Polen 5Perspectives Small-Mid Growth ETF PCSG

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

Morningstar’s Analysis PCSG

Will PCSG 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 PCSG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCSG 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 PCSG’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polen 5Perspectives Small-Mid Growth 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

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Portfolio Holdings PCSG

More PCSG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DigitalOcean Holdings Inc

3.89 103,644
Technology

Twist Bioscience Corp

3.62 96,427
Healthcare

Twilio Inc Class A

3.36 89,493
Technology

Embraer SA ADR

2.70 71,855
Industrials

JFrog Ltd Ordinary Shares

2.67 71,130
Technology

Littelfuse Inc

2.47 65,680
Technology

Semtech Corp

2.42 64,563
Technology

Rubrik Inc Class A Shares

2.37 63,073
Technology

BWX Technologies Inc

2.31 61,513
Industrials

Bloom Energy Corp Class A

2.26 60,105
Industrials

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