Key stats
About Litman Gregory Funds Trust Polen Capital International Growth ETF
Expense ratio
0.85%
Home page
Inception date
Mar 14, 2024
PCIG aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the global ex-US equity market. The strategy is rooted in fundamental research, selecting 25-35 large-cap growth companies with a sustainable edge like consistent earnings growth, robust balance sheets, and shareholder-oriented management teams. Such companies are selected within industries characterized by high barriers to entry, such as those requiring substantial capital investment, government approvals, or significant intellectual property. Moreover, it integrates ESG factors into the investment process. While the fund may concentrate investments in the consumer discretionary and financial sectors, it avoids over-concentration in any one industry. Investments are typically held for the long term but are subject to period review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Commercial Services
Health Technology
Stocks104.73%
Technology Services39.59%
Commercial Services16.59%
Health Technology15.23%
Finance9.30%
Consumer Non-Durables7.81%
Electronic Technology4.22%
Producer Manufacturing2.99%
Retail Trade2.45%
Distribution Services1.82%
Bonds, Cash & Other−4.73%
Miscellaneous−0.96%
Cash−3.77%
Stock breakdown by region
Europe60.40%
North America35.24%
Asia2.99%
Oceania1.37%
Latin America0.00%
Africa0.00%
Middle East0.00%
Top 10 holdings
Dividends
Dividend payout history