Polen High Income ETF PCHI Strategy
Strategy
The investment seeks to achieve overall total return consisting of a high level of current income together with long-term capital appreciation. The fund manager will pursue its investment objective by seeking to outperform, after taking into account fees and expenses, the broader high yield market over a complete credit cycle. The “credit cycle” is a cyclical event that generally occurs over a several year timeframe as access to credit increases or decreases for borrowers.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
PCHI
| Polen High Income ETF | ETF | Open | — | $21.14M | 0.530% | — | — | $504,621.98 |