PCGGPolen Capital Global Growth ETF
Seeks long-term growth of capital.
By Polen Capital · Launched 2023
Annual Cost
0.85%
#4,514 of 5,861 · expensive
Fund Size
$6M
#5,154 of 5,861 · small
Return (1Y)Goal
-8.9%
Track Record
2 years
#3,052 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,152-8.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 50.4% of fundmoderately concentrated
NVIDIA Corp
7.2%
Alphabet Inc
6.0%
Broadcom Inc
5.0%
Microsoft Corp
4.9%
Aon PLC
4.8%
Visa Inc
4.7%
Mastercard Inc
4.7%
Shopify Inc
4.5%
Taiwan Semiconductor Manufacturing Co Ltd
4.4%
Tencent Holdings Ltd
4.3%
Asset allocation
Stocks
98.1%
Cash
1.9%
By sector
Technology
41.4%
Financial Services
15.4%
Communication
15.0%
Consumer Cyclical
9.6%
Industrials
7.8%
Healthcare
7.4%
Consumer Defensive
2.3%
Real Estate
1.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.3%Moderate
Year-on-year price swings
Max drawdown
-22.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Actively manages a focused portfolio of 25 to 40 common stocks of large capitalization companies globally, including developed and emerging markets, targeting those with a sustainable competitive advantage. The Sub-Advisor employs intensive fundamental research to identify high-quality growth companies with strong earnings growth potential.
- Inception date
- August 29, 2023
- Fund family
- Polen Capital
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Data updated on 2026-08-04