PCLCPolen 5Perspectives Large Growth ETF
Seeks long-term capital appreciation.
By Polen Capital · Launched 2026
Annual Cost
0.50%
#2,563 of 5,694 · average
Fund Size
$2M
#5,437 of 5,694 · small
Return (1Y)Goal
N/A
Track Record
2 months
#5,525 of 5,694 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,429+4.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Active selection
Factor
Growth
Focus
General Innovation
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-9.5%Mild
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 capital appreciation.
- Strategy
- Invests primarily in common stocks of large cap issuers that exhibit growth characteristics, targeting at least 80% of net assets. The Adviser identifies opportunities based on attractive fundamental, thematic, and technical traits.
- Inception date
- May 18, 2026
- Fund family
- Polen Capital
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Data updated on 2026-07-10