PCFI ETF
Polen Floating Rate Income ETF
PCFI ETF Overview
PCFI ETF (Polen Floating Rate Income ETF) is managed by Polen Capital with $7.9M in net assets. PCFI expense ratio is 0.49%, holding 124 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2025-03-24.
PCFI performance shows a YTD return of 0.94%. The 1-year return is -0.49%. PCFI dividend yield stands at 9.71%, paid monthly.
PCFI top holdings include Auction.Com Llc (F/K/A Ten-X 05/26/28 Term Loan (4.4%), Corbid Tl 1L USD 2029/09/20 (4.1%), Baffinland Iron Mines Corp / Baffinland Iron Mines Lp (3.3%), Angus Chemical Term 2Ln 10/28/2028 (2.3%), KASEYA INC 2025 2ND LIEN TERM LOAN B 1.00 2033-03-18 (2.0%). Go to all PCFI holdings, PCFI sectors, or PCFI dividends.
PCFI can be compared against other funds. Use PCFI overlap to find shared positions, or PCFI vs another fund for a side-by-side view. PCFI alternatives are available via the screener, along with tax-loss harvesting opportunities.