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Category
US Equities - US Style
Sponsor
Polen Capital Credit
Fund Family
Index
-
Index Weighting
Active/Passive
Dividend TTM
-
Dividend Ex-Date
-
Dividend Gr. 3/5Y
- -
Expense
0.60%
Inverse/Leveraged
IPO
May 18, 2026
Asset Type
Equities (Stocks)
ETF Type
Bond Type
Average Maturity
Commodity Type
Quant Type
ESG Type
Dividend Type
Structure Type
Growth/Value
Market Cap
Option/Short
No / No
Tags
Tags
Tags
Tags
Tags
Tags
Tags
Sector/Theme
Region
SMA20
2.81%
SMA50
-3.06%
SMA200
-3.50%
Return% 1Y
-
Return% 3Y
-
Return% 5Y
-
Return% 10Y
Return% SI
Flows% 1M
0.00%
Flows% 3M
81.48%
Flows% YTD
81.48%
Flows% 1Y
Flows% 3Y
Flows% 5Y
Trades
Total Holdings
84
AUM
2.75M
NAV/sh
52W High
26.07 -10.79%
52W Low
20.95 10.98%
Volatility
0.00% 0.46%
ATR (14)
0.42
RSI (14)
51.81
Beta
-
Rel Volume
0.00
Avg Volume
0.97K
Volume
0
Perf Week
2.73%
Perf Month
-2.88%
Perf Quarter
-
Perf Half Y
-
Perf YTD
-4.27%
Perf Year
-
Perf 3Y
-
Perf 5Y
-
Perf 10Y
-
Prev Close
23.25
Price
23.25
Change %
0.00%
Polen 5Perspectives Small-Mid Growth ETF seeks to deliver long-term growth by investing in a focused, actively managed portfolio of small- and mid-cap companies identified through a multidisciplined investment process that incorporates fundamental analysis, technical factors, and thematic trends. The strategy targets structurally sound businesses with strong competitive advantages that are uniquely positioned to benefit from secular shifts, aiming to capture accelerating earnings growth opportunities.