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Launched

Polen 5Perspectives Large Growth ETF

PCLCNYSE ArcaC

$25.51−0.11 (−0.45%)

As of Oct 13, 2026, 1:10 PM

C40/ 100

Rank 64 of 90 in US Active Growth

C40/100Rank 64 of 90inUS Active Growth
Intraday session: down, 2 prints from 25.62 to 25.51. Range 25.51 to 25.62. Use the arrow keys to read each point.25.5225.5525.5725.6010 AM12 PM2 PM4 PM
Expense ratio
0.50%
Fund size
$2M
1Y total return
—
Yield · Last 12 months
—
Holdings
36
Avg volume · 30D
0M sh
NAV per share
$25.98
52W range
low $22.17high $26.40
Launched

The ETF.net PCLC Grade

Based on 5 of 6 pillars

C

Score 40 out of 100

Category
US Active Growth⁠
Rank
64 of 90
Six-pillar profile for PCLC. Scores out of 100: Cost 65, Risk 47, Mission not scored, Tradability 31, Holdings 64, Durability 25. Strongest: Cost (65). Weakest: Durability (25). Based on 5 of 6 pillars.

Score 40 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

Very small fund, grade capped at C.

The cap holds the Score at 40 or below, so B and A are out of reach.

The pillars earned
52
This cap took
−12
Published Score
40 Grade C

  • Cost

    The fund’s net expense ratio, ranked against its category.
    B65 out of 100
    Rank 28 of 90

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    Not scored

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    C47 out of 100
    Rank 45 of 82

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    D31 out of 100
    Rank 75 of 90

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    B64 out of 100
    Rank 35 of 89

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    D25 out of 100
    Rank 80 of 90

Our read on PCLC

ETF.net Research

CPolen put its 5Perspectives framework, a 25-year-old blend of fundamental, thematic and technical analysis, into an ETF. Active large-cap growth hunting innovators at an earnings inflection, for 0.50% a year.

Stated mandate

The Fund seeks long-term capital appreciation. It normally invests at least 80% of net assets in equity securities of large-cap issuers exhibiting growth characteristics.

Why people hold it

  1. 01The whole pitch is the process: fundamental, thematic and technical evidence weighed across five lenses, with that combined weight of evidence setting buys, sells and position sizes.polencapital.com
  2. 02At 0.50% a year it sits below the middle of its active large-growth peer group, though enhanced-index rivals like JUSA (0.12%) and FELG (0.18%) undercut it by a wide margin.
  3. 03The mandate is concrete: at least 80% of net assets in large-cap growth equities, with the team leaning on secular themes like AI, electrification, genomics and aerospace.polencapital.cominvestmentnews.com
  4. 04Drew Cupps has run this framework for decades, at his own firm and two others before the team joined Polen in 2025, and he manages the fund himself.polencapital.compolencapital.com

Worth knowing

  1. 01Small and thinly traded so far, which can mean wider bid-ask spreads and less predictable fills than the household-name large-cap ETFs in this aisle.
  2. 02Launched in 2026. The framework's long record was built in separate accounts at prior firms, not in this ticker, so there is little fund-level history to lean on.polencapital.com
  3. 03Income is incidental here: distributions are annual and come from net investment income, and the fund discloses that part of a payout can be return of capital.

PCLC Holdings

As of Oct 12, 2026
Asset class
Stocks
Holdings
36
Top-10 weight
54%
Largest holding
NVDA10.5%

Geography

  • United States86.01%
  • Taiwan (Province of China)4.42%
  • Netherlands4.42%
  • Canada3.13%
  • Australia1.43%
  • Luxembourg0.59%
The fund’s holdings, weight-ordered — page 1 of 3.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001NVDANVIDIA Corp USD 0.00110.49%1,070$245K847
002GOOGLAlphabet Inc Class A6.74%448$158K709
003AMDAdvanced Micro Devices Inc USD 0.016.09%234$142K635
004SPCXSpace Expl Technologies C USD 0.0015.82%837$136K287
005TSLATesla Inc USD 0.0015.32%325$124K521
006AMZNAmazon Com Inc USD 0.014.43%395$104K736
007TSMTaiwan Semiconductor M Twd 10.0 Adr4.17%215$97K277
008PLTRPalantir Technologies Inc USD 0.0014.01%448$94K525
009CVNACarvana Co USD 0.0013.43%1,260$80K272
010AAPLApple Inc USD 0.000013.38%235$79K715
011AVGOBroadcom Inc Npv3.37%218$79K754
012INTCIntel Corp USD 0.0013.15%704$74K511
013NBISNebius Group N.v.2.82%298$66K186
014CRWDCrowdstrike Hldgs Inc USD 0.00052.79%237$65K472
015MSFTMicrosoft Com USD0.000006252.61%114$61K815

Showing 1–15 of 36 holdings

PCLC Performance

Launched May 18, 2026

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

Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.
PCLC$10,256
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$10,332
Jul 10, 2026 to Oct 12, 2026. PCLC $10,256. SPY $10,332. Use the arrow keys to read each point.$8,740$9,722$10,704Jul 2026Aug 2026Oct 2026

Jul 10, 2026 – Oct 12, 2026

Returns run to the Oct 12, 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 PCLC. Periods over one year show the average yearly return.
PeriodPCLC
Year to dateFund launched this year—
1 month+3.1%
3 months+2.6%
1 yearFund is under 1 year old—
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 PCLC
YearReturn barPCLC
2026 YTD+5.2%

Since listing, May 18, 2026

PCLC in the news

Filtered to PCLC · US Active Growth

PCLC 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 Oct 12, 2026.
—Last 12 months
Payout per share
—Last 12 months

Listed May 2026. No distributions yet.

PCLC Risk

How much the fund’s monthly returns vary, scaled to a year.
—
Launched May 2026; fills in after 12 months
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.
—
Launched May 2026; fills in after 12 months
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.
—
Launched May 2026; fills in after 12 months
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.
2.48
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.

PCLC Cost

Expense ratio0.50%
  • The middle half of US Active Growth funds
  • Median 0.56%

29 of the 90 US Active Growth funds charge less.

PCLC costs $50.00 a year on $10,000. The median US Active Growth fund costs $56.50.

Other funds in US Active Growth

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