PCFIPolen Floating Rate Income ETF
Get income#1272 of 1640 for Get income
The fund will pursue its investment objective by seeking to outperform, after taking into account fees and expenses, the broader bank loan market over a complete credit cycle. The fund has adopted an investment policy providing that under normal circumstances, the fund will invest at least 80% of the value of its assets (net assets plus the amount of any borrowings for investment purposes) in floating rate securities and other obligations (such as bank loans).
Polen Capital · Since 2022 (3 years)
Annual Cost
0.49%
#2226 out of 5,332 ETFs
Fund Size
$9M
#4545 out of 5,332 ETFs
Dividend Yield
11.49%
Track Record
3 years
#2805 out of 5,332 ETFs
Performance
1 Year
+4.3%
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
index tracking
Asset allocation
Bonds
96.8%
Stocks
2.5%
Cash
0.7%
Risk profile
Volatility (1Y)
5.6%
Moderate
Max drawdown
-4.0%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
Bond profile
Credit ratings
BB
9.9%
B
66.9%
Below B
23.2%
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Data updated on 2026-05-05