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PCFI

GradeFNew York Stock Exchange Arca

Polen Floating Rate Income ETF

High Yield Bond · Polen · Inception 2025-03-24 · SEC filings

$22.64+0.00 (+0.00%)

As of Sep 23, 2026, 9:46 AM EDT

Market opens at 9:30 AM ET.History starts Mar 24, 2025.
Intraday session: down, 8 prints from 22.65 to 22.64. Range 22.53 to 22.65. Use the arrow keys to read each point.$22.55$22.60Sep 16Sep 17Sep 18Sep 21Sep 23
Expense ratio
0.59%
Fund size
$15M
1Y return
+2.2%
Yield · Last 12 months
10.25%
Volume · 30D
0M sh
NAV per share
$22.61
52W range
low $22.16high $24.73

The ETF.net PCFI Grade

F

18/ 100

Rank 79 of 85 in US High Yield

Confidence High

Six-pillar profile for PCFI. Scores out of 100: Cost 20, Risk 36, Mission 0, Tradability 18, Holdings 33, Durability 25. Strongest: Risk (36). Weakest: Mission (0). Leans toward Risk and Holdings.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 18 of 100 sits in the F band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    FScore 20
    Category rank68/85 · bottom quartile
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    FScore 0
    Category rank73/74 · bottom quartile
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    DScore 36
    Category rank76/85 · bottom quartile
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    FScore 18
    Category rank79/85 · bottom quartile
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    DScore 33
    Category rank72/85 · bottom quartile
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    DScore 25
    Category rank78/85 · bottom quartile

Graded as of Sep 22, 2026

Our read on PCFI

ETF.net Research

FMost high-yield ETFs buy fixed-coupon junk bonds. PCFI buys senior secured bank loans whose coupons reset with short-term rates, hand-picked from middle-market borrowers by an active credit team.

Stated mandate

The Fund seeks total return through high current income and long-term capital appreciation, primarily by investing in fixed- and floating-rate high-yield fixed-income securities.

Why people hold it

  1. 01Floating-rate loan coupons reset with short-term rates, so the portfolio carries much less interest-rate sensitivity than a fixed-coupon high-yield bond fund.polencapital.compolencapital.com
  2. 02Policy puts at least 80% of assets in floating-rate obligations and bank loans, largely first and second lien senior secured paper near the top of the capital structure.polencapital.com
  3. 03Fishes in middle-market credit (issuers with roughly $75M to $250M of EBITDA) in the US and, to a lesser extent, Canada, a corner broad index funds largely skip.polencapital.com
  4. 04Actively managed rather than index-tracking, and it pays income monthly.polencapital.com

Worth knowing

  1. 010.49% a year is active-manager pricing. Index-based high-yield options such as SCYB (0.03%) and HYLB (0.05%) cost a small fraction of that.
  2. 02Launched in 2025 with a small asset base and light trading, so bid/ask spreads can run wider than in the category's household-name funds.
  3. 03Bank loans sit below investment grade (much of the leveraged loan market is rated B and below), so credit and liquidity risk ride along with the income.polencapital.com

PCFI Holdings

As of Sep 20, 2026, 9:03 AM
Asset class
Other
Holdings
Top-10 weight
23%
Largest holding
Auction.com LLC (f/k/a Ten-X 05/26/28 Term Loan3.2%

Geography

  • United States97.07%
  • Canada1.38%
  • United Kingdom0.72%
  • Netherlands0.61%
  • Germany0.22%
The fund’s holdings, weight-ordered — page 1 of 11.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001Auction.com LLC (f/k/a Ten-X 05/26/28 Term Loan3.18%343,876$339K1
002CVET Midco 10/13/29 Term Loan2.93%313,285$311K2
003Alliant Hldgs Inte 09/19/31 Term Loan2.39%254,274$255K14
004Learning Care Group (US) No. 2 08/11/28 Term Loan2.38%329,118$254K1
005BAFFINLAND IRON M 8.75 15JUL2 DFLT2.32%330,000$247K3
006Trinity Consultants (Project Ev 09/17/33 Term Loan2.27%241,558$242K1
007Aruba Investments Holding 11/24/28 Term Loan1.97%230,000$210K1
008CCO HLDGS LLC / 7.375 01FEB36 144A1.75%195,000$187K41
009CENGAGE LEARNIN 03/24/31 TERM LOAN1.74%184,675$185K2
010IPS TERM 10/18/32 TERM LOAN1.70%184,335$181K1
011ASURION LLC / AS 8.375 01FEB34 144A1.64%200,000$175K47
012QTS THUNDER MANAGING ISSUER LLC 07/22/33 TERM LOAN1.40%150,000$149K1
013KASEY 03/05/33 Term Loan1.37%255,000$146K4
014ATHENAHEALTH GROU 02/15/32 TERM LOAN1.37%144,222$145K12
015Mercer Advisors (OG Crimson Par 09/17/33 Term Loan1.23%130,263$131K1

Showing 1–15 of 160 holdings

PCFI Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

PCFI$10,222
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,780
Sep 19, 2025 to Sep 21, 2026. PCFI $10,222. SPY $11,780. Use the arrow keys to read each point.$9,432$10,713$11,994Sep 2025Mar 2026Sep 2026

Sep 19, 2025 – Sep 21, 2026

Returns run to the Sep 21, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for PCFI. Periods over one year show the average yearly return.
PeriodPCFI
Year to date+2.9%
1 month+1.2%
3 months+1.8%
1 year+2.2%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for PCFI
YearReturn barPCFI
2026 YTD+2.9%
2025+2.4%

Since listing, Mar 24, 2025

PCFI in the news

ETF.net Research hasn’t filed on PCFI yet — coverage lands here as it’s written.

PCFI Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 21, 2026.
10.25%Last 12 months
Payout per share
$2.32Last 12 months
Last payment
$0.16 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Monthly

Distribution history

2025–2026

One bar per payment. 18 payments from 2025 to 2026 YTD. Mar 31, 2025 $0.16; Apr 30, 2025 $0.22; May 30, 2025 $0.20; Jun 30, 2025 $0.40; Jul 31, 2025 $0.20; Aug 29, 2025 $0.17; Sep 30, 2025 $0.18; Oct 31, 2025 $0.18; Nov 28, 2025 $0.15; Dec 31, 2025 $0.16; Jan 30, 2026 $0.20; Feb 27, 2026 $0.35; Mar 31, 2026 $0.20; Apr 30, 2026 $0.18; May 29, 2026 $0.16; Jun 30, 2026 $0.22; Jul 31, 2026 $0.20; Aug 31, 2026 $0.16. Use the arrow keys to read each point.20252026YTD
Ex-datePay dateAmount per share
Aug 31, 2026Sep 1, 2026$0.16
Jul 31, 2026Aug 3, 2026$0.20
Jun 30, 2026Jul 1, 2026$0.22
May 29, 2026Jun 1, 2026$0.16
Apr 30, 2026May 1, 2026$0.18
Mar 31, 2026Apr 1, 2026$0.20
Feb 27, 2026Mar 2, 2026$0.35
Jan 30, 2026Feb 2, 2026$0.20
Dec 31, 2025Jan 2, 2026$0.16
Nov 28, 2025Dec 1, 2025$0.15
Oct 31, 2025Nov 3, 2025$0.18
Sep 30, 2025Oct 1, 2025$0.18

PCFI Risk

How much the fund’s monthly returns vary, scaled to a year.
4.6%
Annualised · 17 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
−0.21
vs 3-month T-bills · 17 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−3.3%
17 months · trough Mar 2026
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.02
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

PCFI Cost

Expense ratio0.59%
  • The middle half of US High Yield funds
  • Median 0.43%

66 of the 84 US High Yield funds charge less.

PCFI costs $59.00 a year on $10,000. The median US High Yield fund costs $43.50.