PCSGPolen 5Perspectives Small-Mid Growth ETF
Seeks long-term growth of capital.
By Polen Capital · Launched 2026
Annual Cost
0.60%
#3,281 of 5,942 · average
Fund Size
$3M
#5,445 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
$9,560-4.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Smid
Strategy
Active selection
Factor
Growth
Focus
General Innovation
What it actually holds
By weightConcentration
Top 10 holdings = 30.4% of fund✓ well diversified
DigitalOcean Holdings IncDOCN
4.0%
Bloom Energy Corp Class ABE
3.7%
TeraWulf IncWULF
3.5%
BWX Technologies IncBWXT
3.4%
Curtiss-Wright CorpCW
3.2%
Modine Manufacturing CoMOD
2.8%
Twilio Inc Class ATWLO
2.6%
Forgent Power Solutions Inc Ordinary Shares - Class AFPS
2.5%
Vicor CorpVICR
2.4%
Clear Secure Inc Ordinary Shares Class AYOU
2.3%
Asset allocation
Stocks
99.0%
Cash
1.0%
By sector
Technology
30.9%
Industrials
30.0%
Healthcare
12.6%
Consumer Cyclical
9.1%
Financial Services
7.2%
Energy
6.7%
Communication
2.2%
Utilities
1.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-19.6%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 managed; under normal circumstances invests at least 80% of net assets in U.S. small- and mid-cap companies within the Russell 2500 Growth Index market cap range, selected via the Adviser's Attractiveness Score combining competitive advantage, thematic forces, and cyclical conditions.
- Inception date
- May 18, 2026
- Fund family
- Polen Capital
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Data updated on 2026-08-25