Morningstar

Polen Floating Rate Income ETF PCFI

Morningstar Medalist Rating
Medalist Rating as of | See Polen Capital Investment Hub

Morningstar’s Analysis PCFI

Will PCFI outperform in the 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 PCFI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCFI 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 PCFI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polen Floating Rate Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PCFI

More PCFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Heron Bidco Llc Tl B 1l 2032

4.38 641,200
Corporate

United States Dollar

3.38 494,688
Cash and Equivalents

Covetrus Inc. 1st Lien Term Loan 2029

2.51 367,267
Corporate

Ten-X (Auction.Com) 1st Lien Term Loan -2028

2.31 338,650
Corporate

Wpb Holdco Sarl

1.88 275,203
Corporate

Learning Care Group First Lien Term Loan

1.75 256,297
Corporate

Alliant Holdings Tl B 1l 2031

1.72 252,116
Corporate

Baffinland Iron Mines Corporation and Baffinland Iron Mines LP

1.67 243,771
Corporate

Project Evergreen Buyer Inc

1.65 241,356
Corporate

Alchemy Merger

1.54 225,000
Corporate

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