Skip to content
etf.net

Launched

Polen 5Perspectives Large Growth ETF

PCLCNYSE ArcaPolenC

$22.930.00 (+0.02%)

As of Nov 2, 2026, 10:00 AM ET

C40/ 100

Rank 64 of 90 in US Active Growth

C40/100Rank 64 of 90inUS Active Growth
Intraday session: up, 1 prints from 22.93 to 22.93. Range 22.93 to 22.93. Use the arrow keys to read each point.22.9322.9322.9322.9422.9410 AM12 PM2 PM4 PM
Expense ratio
0.50%
Fund size
$2M
1Y total return
No data
Yield · Last 12 months
No data
Holdings
40
Avg volume · 30D
500 sh
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 62, Risk 33, Mission not scored, Tradability 32, Holdings 66, Durability 25. Strongest: Holdings (66). 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
48
This cap took
−8
Published Score
40 Grade C

  • Cost

    The fund’s net expense ratio, ranked against its category.
    B62 out of 100
    Rank 30 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.
    D33 out of 100
    Rank 72 of 85

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    D32 out of 100
    Rank 75 of 90

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    B66 out of 100
    Rank 32 of 90

  • 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

In short

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

  • The 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
  • At 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.
  • The 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
  • Drew 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 2

Worth knowing

  • Small 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.
  • Launched 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
  • Income 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 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$9,766
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$10,141
Jul 31, 2026 to Oct 30, 2026. PCLC $9,766. SPY $10,141. Use the arrow keys to read each point.$10,000$10,500$11,000Jul 2026Sep 2026Oct 2026

Jul 31, 2026 – Oct 30, 2026

Returns run to the Oct 30, 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 yearNo data
1 month−10.2%
3 months−2.3%
1 yearFund is under 1 year oldNo data
3 yearsFund is under 3 years oldper yearNo data
5 yearsFund is under 5 years oldper yearNo data
10 yearsFund is under 10 years oldper yearNo data

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−5.8%

Since listing, May 18, 2026

PCLC in the news

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 30, 2026.
No dataLast 12 months
Payout per share
No dataLast 12 months

Listed May 2026. No distributions yet.

PCLC Risk

Risk pillarD33 out of 100Rank 72 of 85 in US Active Growth
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.

FMP measures it over up to five years of monthly returns.

PCLC Cost

Compare PCLC and FELG

Overpaying vs FELG, tied cheapest in US Active Growth

$6,230

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • PCLC 0.50%

    $9,979

  • FELG 0.18% Tied cheapest

    $3,749

$10,000
30 years

Cost over time

  • PCLC 0.50%
  • FELG 0.18%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K$10K051015202530PCLC $9,979FELG $3,749

Year by year

YearPCLCFELGOverpaying
10$900$328$572
20$3,460$1,281$2,179
30$9,979$3,749$6,230

Other funds in US Active Growth

See others