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PCFI Stock Price, Chart, Stats & News

Polen Floating Rate Income ETF
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Polen Floating Rate Income ETF (PCFI) is a dividend-paying ETF with a current dividend yield of 9.67% as of Nov 13, 2026. It pays $2.16 per share over the trailing twelve months and distributes monthly.

Floating Rate Loans
Category
9.67%
Dividend yield
0.59%
Expense ratio
13.94M
Assets
2.47%
1Y return

PCFI chart

PCFI returns

YTD
2.81%
1Y
2.47%
3Y
5.69%
1Y volatility3.52%
3Y volatility2.91%
Sharpe ratio0.37

About

The Polen Floating Rate Income ETF (PCFI) offers specialized access to the North American fixed income landscape, with the ambition of surpassing the performance of the broader bank loan market throughout a full credit cycle. Its main goal is to generate strong total returns by allocating capital to high-yield, floating-rate bank loans and various other corporate debt instruments issued by middle-market entities in the United States and, to a lesser degree, Canada. Although primarily focused on senior secured loans, the fund also strategically incorporates corporate bonds, convertible bonds, and preferred stock when they are perceived to be undervalued.

Top 10 PCFI holdings

HoldingOwnership
Health care
4.06%
Technology
1.57%
Financial Services
1.49%
Technology
1.26%
Technology
1.24%
Consumer Cyclical
1.22%
Industrials
1.18%
Consumer Cyclical
1.06%
Communication Services
0.91%
Industrials
0.79%

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