PCHI

Polen High Income ETF

$24.50

+0.00%

Market closed. Last update: 2:14 AM ET

📎 Investment Objective

The Polen High Income ETF (PCHI) seeks to provide a high level of current income.

Overview

ETF tracking Polen High Income ETF

Category Value

Issuer Other

Inception Date 2025-03-24

Market Cap $21.6M

Average Volume N/A

Dividend Yield 6.68%

52-Week Range $24.37 - $25.71

VWAP $24.55

Performance

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Investment Summary

📎 Investment Objective

The Polen High Income ETF (PCHI) seeks to provide a high level of current income.

🎯 Investment Strategy

The ETF invests primarily in a portfolio of high-yielding equity securities of companies that Polen Capital believes have strong competitive positions, consistent earnings growth, and the ability to sustain and grow their dividends over time.

✨ Key Features

Focuses on high-yielding equities with potential for dividend growth
Actively managed by Polen Capital, a respected value-oriented investment manager
Relatively concentrated portfolio of 30-50 holdings
Low expense ratio of 0.00%

⚠️ Primary Risks

Equity market risk: The value of the ETF's holdings may decline due to general market and economic conditions
Dividend risk: Companies held by the ETF may reduce or eliminate their dividends, impacting the fund's income generation
Concentration risk: The relatively concentrated portfolio may be more volatile than a more diversified fund
Management risk: The investment decisions made by Polen Capital may not produce the desired results

👤 Best For

The Polen High Income ETF may be suitable for investors seeking a high level of current income from a portfolio of high-quality, dividend-paying stocks. It may be appropriate as a core holding or income-generating component of a diversified investment portfolio.