Morningstar

Polen High Income ETF PCHI

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

Morningstar’s Analysis PCHI

Will PCHI 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 PCHI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Polen High 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 PCHI

More PCHI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Baffinland Iron Mines Corporation and Baffinland Iron Mines LP

2.48 517,090
Corporate

Covetrus Inc. 1st Lien Term Loan 2029

2.27 474,841
Corporate

Athenahealth Group Inc. 6.5%

1.81 377,431
Corporate

Focus Financial Partners LLC 6.75%

1.78 370,884
Corporate

HUB International Ltd. 7.375%

1.78 370,763
Corporate

Meridian Arc Holdco LLC 6.25%

1.73 361,483
Corporate

Beach Acquisition Bidco LLC 10%

1.54 321,576
Corporate

Raven Acquisition Holding LLC 6.875%

1.53 319,743
Corporate

Shift4 Payments Llc / Shift4 Payments Finance Subordinated Incorporated 6.7

1.51 315,950
Corporate

National Mentor Holdings Inc 10.5%

1.51 314,729
Corporate

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