PCLGPolen Focus Growth ETF
Seeks to achieve long-term growth of capital.
By Polen Capital · Launched 2025
Annual Cost
0.49%
#2,575 of 6,040 · average
Fund Size
$91M
#3,190 of 6,040 · mid-size
Return (1Y)
N/A
Track Record
12 months
#4,700 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$8,931-10.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 59.6% of fundmoderately concentrated
MICROSOFT CORP
7.6%
BROADCOM INC
7.4%
ALPHABET INC
7.1%
AMAZON.COM INC
6.5%
ELI LILLY & COMPANY
5.7%
ORACLE CORP
5.5%
VISA INC
5.2%
MASTERCARD INC
5.0%
NVIDIA CORP
4.9%
SHOPIFY INC
4.7%
Asset allocation
Stocks
97.9%
Cash
2.1%
By sector
Technology
46.6%
Financial Services
14.6%
Healthcare
13.2%
Consumer Cyclical
12.4%
Communication
8.6%
Real Estate
2.7%
Industrials
1.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-23.8%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 to achieve long-term growth of capital.
- Strategy
- Invests in a focused portfolio of common stocks of large capitalization companies with sustainable competitive advantages. The Fund typically holds 20 to 50 companies, focusing on those with strong earnings growth and shareholder-oriented management teams.
- Inception date
- September 29, 2025
- Fund family
- Polen Capital
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Data updated on 2026-09-18