Skip to content
etf.net

Launched

Polen 5Perspectives Small-Mid Growth ETF

PCSGNYSE ArcaPolenF

$20.48−0.03 (−0.13%)

As of Nov 2, 2026, 12:07 PM ET

F22/ 100

Rank 43 of 47 in US Active Small/Mid-Cap

F22/100Rank 43 of 47inUS Active Small/Mid-Cap
Intraday session: down, 27 prints from 20.51 to 20.48. Range 20.48 to 20.51. Use the arrow keys to read each point.20.4820.4920.5020.5010 AM12 PM2 PM4 PM
Expense ratio
0.75%
Fund size
$3M
1Y total return
No data
Yield · Last 12 months
No data
Holdings
85
Avg volume · 30D
779 sh
52W range
low $19.99high $26.07
Launched

The ETF.net PCSG Grade

Based on 5 of 6 pillars

F

Score 22 out of 100

Category
US Active Small/Mid-Cap⁠
Rank
43 of 47
Six-pillar profile for PCSG. Scores out of 100: Cost 22, Risk 1, Mission not scored, Tradability 27, Holdings 51, Durability 25. Strongest: Holdings (51). Weakest: Risk (1). Based on 5 of 6 pillars.

Score 22 of 100 falls in the F 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
23
This cap took
0
Published Score
22 Grade F

  • Cost

    The fund’s net expense ratio, ranked against its category.
    F22 out of 100
    Rank 34 of 47

  • 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.
    F1 out of 100
    Rank 44 of 44

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    D27 out of 100
    Rank 44 of 47

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    C51 out of 100
    Rank 28 of 47

  • 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 43 of 47

Our read on PCSG

ETF.net Research

In short

FA 20-year-old small/mid growth strategy in a new wrapper. Drew Cupps has run 5Perspectives since 2005; PCSG brings that focused, theme-driven book to an ETF at 0.75%, with no fee waiver in play.

Stated mandate

The Fund seeks long-term growth of capital.

Why people hold it

  • The fund is new, the strategy isn't: Drew Cupps has run 5Perspectives Small-Mid Growth since its 2005 start, landing with it at Polen in 2025.polencapital.comsec.gov
  • Truly active and focused: a concentrated book of innovative small- and mid-cap growers built around AI, electrification, aerospace and genomics.polencapital.commanilatimes.net
  • Flat 0.75% fee with no waiver propping it up, so there is no step-up date to diary.

Worth knowing

  • At 0.75% it prices above the SMID category median; systematic peers run cheaper, like AVMC at 0.18% and JMEE at 0.35%.
  • Launched May 2026, so the fund's own record is short; the strategy's longer history was built in separate accounts, a different vehicle.polencapital.com
  • Thinly traded so far, so limit orders matter, and no distributions since launch: growth, not income.

PCSG 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.
PCSG$9,288
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. PCSG $9,288. SPY $10,141. Use the arrow keys to read each point.$9,000$9,500$10,000$10,500Jul 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 PCSG. Periods over one year show the average yearly return.
PeriodPCSG
Year to dateFund launched this yearNo data
1 month−9.2%
3 months−7.1%
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 PCSG
YearReturn barPCSG
2026 YTD−13.7%

Since listing, May 18, 2026

PCSG in the news

PCSG 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.

PCSG Risk

Risk pillarF1 out of 100Rank 44 of 44 in US Active Small/Mid-Cap
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.
0.67
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.

PCSG Cost

Compare PCSG and AVMC

Overpaying vs AVMC, cheapest in US Active Small/Mid-Cap

$10,733

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

  • PCSG 0.75%

    $14,482

  • AVMC 0.18% Cheapest

    $3,749

$10,000
30 years

Cost over time

  • PCSG 0.75%
  • AVMC 0.18%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530PCSG $14,482AVMC $3,749

Year by year

YearPCSGAVMCOverpaying
10$1,336$328$1,008
20$5,078$1,281$3,797
30$14,482$3,749$10,733

Other funds in US Active Small/Mid-Cap

See others