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Launched

Polen 5Perspectives Small-Mid Growth ETF

PCSGNYSE ArcaD

$22.090.00 (+0.01%)

As of Oct 13, 2026, 2:29 PM

D25/ 100

Rank 42 of 48 in US Active Small/Mid-Cap

D25/100Rank 42 of 48inUS Active Small/Mid-Cap
Intraday session: up, 3 prints from 22.09 to 22.09. Range 21.88 to 22.09. Use the arrow keys to read each point.21.9021.9522.0010 AM12 PM2 PM4 PM
Expense ratio
0.75%
Fund size
$3M
1Y total return
—
Yield · Last 12 months
—
Holdings
81
Avg volume · 30D
0M sh
NAV per share
$22.61
52W range
low $20.95high $26.07
Launched

The ETF.net PCSG Grade

Based on 5 of 6 pillars

D

Score 25 out of 100

Category
US Active Small/Mid-Cap⁠
Rank
42 of 48
Six-pillar profile for PCSG. Scores out of 100: Cost 26, Risk 3, Mission not scored, Tradability 36, Holdings 44, Durability 26. Strongest: Holdings (44). Weakest: Risk (3). Based on 5 of 6 pillars.

Score 25 of 100 falls in the D 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
26
This cap took
−0
Published Score
25 Grade D

  • Cost

    The fund’s net expense ratio, ranked against its category.
    D26 out of 100
    Rank 33 of 48

  • 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.
    F3 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.
    D36 out of 100
    Rank 35 of 48

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    C44 out of 100
    Rank 35 of 48

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    D26 out of 100
    Rank 43 of 48

Our read on PCSG

ETF.net Research

DPolen packaged the concentrated US small/mid growth process its 5Perspectives team has run for over 25 years into an ETF in May 2026. Active stock picking at about the going rate for active SMID, in a young and very small fund.

Stated mandate

The Fund seeks long-term growth of capital.

Why people hold it

  1. 01The strategy isn't new, just the wrapper: Polen says its 5Perspectives growth team has run this multi-disciplinary process for over 25 years.polencapital.com
  2. 02At 0.60% a year, it sits right at the middle of the active US small/mid pack, so there's no premium for the active label.
  3. 03Polen chose the ETF wrapper for "transparency, accessibility, and potential tax efficiency" rather than another mutual fund share class.polencapital.com
  4. 04Plain mandate: US small and mid-cap companies, picked by hand, with long-term growth of capital as the stated goal.

Worth knowing

  1. 01Small and thinly traded, so spreads can be wide and wander. Limit orders and calmer mid-session trading do more work here.
  2. 02It opened in May 2026, which leaves little live record of its own to judge, only the team's history elsewhere.
  3. 03Index-plus rivals cost far less: AVMC at 0.18% and JMEE at 0.24% buy broad small/mid exposure for a fraction of the fee.

PCSG Holdings

As of Oct 12, 2026
Asset class
Stocks
Holdings
81
Top-10 weight
28%
Largest holding
DOCN4.0%

Geography

  • United States88.30%
  • Brazil2.59%
  • Canada2.19%
  • Mexico1.59%
  • United Kingdom1.28%
  • Ireland1.07%
  • Panama1.07%
  • Denmark1.05%
  • Other countries (1)0.86%
The fund’s holdings, weight-ordered — page 1 of 6.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001DOCNDigitalocean Hldgs Inc USD 0.0000253.99%909$123K166
002TWLOTwilio Inc USD 0.0013.14%333$96K323
003TWSTTwist Bioscience Corp USD 0.000012.93%563$90K125
004FROGJfrog Ltd Npv2.86%857$88K116
005LFUSLittelfuse Inc USD 0.012.72%196$84K180
006RBRKRubrik Inc USD 0.0000252.63%645$81K148
007SMTCSemtech Corp USD 0.012.59%424$79K178
008EMBJEmbraer S A Npv Adr2.59%1,116$79K36
009MTSIMacom Technology Solutions Hol Inc2.57%239$79K201
010BWXTBwx Technologies Inc USD 0.012.46%525$76K193
011BEBloom Energy Corp USD 0.00012.31%253$71K335
012VICRVicor Corp USD 0.012.15%248$66K135
013MODModine Mfg Co USD 0.6252.09%353$64K121
014GHGuardant Health Inc USD 0.000011.93%354$59K175
015SITMSitime Corp USD 0.00011.90%95$58K149

Showing 1–15 of 81 holdings

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$9,227
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. PCSG $9,227. SPY $10,332. Use the arrow keys to read each point.$8,623$9,548$10,473Jul 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 PCSG. Periods over one year show the average yearly return.
PeriodPCSG
Year to dateFund launched this year—
1 month+0.7%
3 months−7.7%
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 PCSG
YearReturn barPCSG
2026 YTD−7.0%

Since listing, May 18, 2026

PCSG in the news

Filtered to PCSG · US Active Small/Mid-Cap

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

Listed May 2026. No distributions yet.

PCSG 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.
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.

PCSG Cost

Expense ratio0.75%
  • The middle half of US Active Small/Mid-Cap funds
  • Median 0.59%

31 of the 47 US Active Small/Mid-Cap funds charge less.

PCSG costs $75.00 a year on $10,000. The median US Active Small/Mid-Cap fund costs $59.00.

Other funds in US Active Small/Mid-Cap

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