Morningstar

Polen Capital Global Growth ETF PCGG

Morningstar Medalist Rating
Medalist Rating as of | See iM Global Investment Hub

Morningstar’s Analysis PCGG

Will PCGG outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCGG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCGG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCGG’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Polen Capital Global Growth ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PCGG

More PCGG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

9.94 11.3 Mil
Consumer Cyclical

Alphabet Inc Class C

8.80 10.0 Mil
Communication Services

Microsoft Corp

6.97 7.9 Mil
Technology

SAP SE

6.69 7.6 Mil
Technology

Adobe Inc

4.73 5.4 Mil
Technology

Abbott Laboratories

4.32 4.9 Mil
Healthcare

Mastercard Inc Class A

4.28 4.9 Mil
Financial Services

Visa Inc Class A

4.15 4.7 Mil
Financial Services

Workday Inc Class A

3.91 4.5 Mil
Technology

Icon PLC

3.80 4.3 Mil
Healthcare

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