PCLCPolen 5Perspectives Large Growth ETF
Seeks long-term capital appreciation.
By Polen Capital · Launched 2026
Annual Cost
0.50%
#2,710 of 5,942 · average
Fund Size
$2M
#5,564 of 5,942 · small
Return (1Y)Goal
N/A
Track Record
3 months
#5,514 of 5,942 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,228+2.3%
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
What it actually holds
By weightConcentration
Top 10 holdings = 55.6% of fundmoderately concentrated
NVIDIA CorpNVDA
8.4%
Alphabet Inc Class AGOOGL
7.5%
Tesla IncTSLA
7.4%
Advanced Micro Devices IncAMD
6.3%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM
5.9%
Amazon.com IncAMZN
5.8%
Intel CorpINTC
4.3%
Carvana Co Class ACVNA
3.6%
Broadcom IncAVGO
3.4%
Nebius Group NV Shs Class-A-NBIS
3.0%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
46.8%
Consumer Cyclical
17.0%
Communication
13.2%
Industrials
11.9%
Financial Services
6.2%
Basic Materials
2.8%
Energy
2.0%
Healthcare
0.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-15.0%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 2026-08-24