PCHIPolen High Income ETF
Seeks overall total return consisting of a high level of current income together with long-term capital appreciation.
By Polen Capital · Launched 2025
Annual Cost
0.56%
#2,983 of 5,861 · average
Fund Size
$20M
#4,480 of 5,861 · small
Dividend YieldGoal
7.96%
Track Record
1 year
#4,172 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,307+3.1%
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 = 18.0% of fund✓ well diversified
BAFFINLAND IRON MINES CORP
2.7%
CVET Midco 2 LP
2.1%
DREYFUS TRSY OBLIG CASH MDTRXX
1.8%
ATHENAHEALTH GROUP INC
1.8%
COREWEAVE INC
1.7%
CAESARS ENTERTAINMENT INC
1.7%
FOCUS FINANCIAL PARTNERS LLC
1.6%
COMPASS MINERALS INTERNATIONAL INC
1.5%
BEACH ACQUISITION BIDCO LLC
1.5%
BRUNDAGE-BONE CONCRETE PUMPING HOLDING INC
1.4%
Asset allocation
Bonds
94.5%
Cash
5.5%
Stocks
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.1%Moderate
Year-on-year price swings
Max drawdown
-6.4%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
7.0 years
Avg maturity
10.0 years
Credit ratings
BB
39.4%
B
44.9%
Below B
15.7%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks overall total return consisting of a high level of current income together with long-term capital appreciation.
- Strategy
- Seeks to outperform the broader high yield market by investing primarily in high yield fixed income securities, focusing on middle market issuers in the U.S. and Canada. Employs a disciplined, bottom-up investment process emphasizing downside protection and a significant margin of safety.
- Inception date
- March 24, 2025
- Fund family
- Polen Capital
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Data updated on 2026-08-04