PCHI
Polen High Income ETF
$24.89
+0.00%
Market closed. Last update: 10:54 PM 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 $20.7M
Average Volume N/A
Dividend Yield 4.23%
52-Week Range $24.37 - $25.71
VWAP $24.88
Performance
Loading performance data...
Price Chart
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.