PCGG
-0.34 · -2.85%
$11.62 · NYSE ARCA

Litman Gregory Funds Trust (PCGG) ETF Analysis | Global Large-Stock Growth

iM Global Partner Fund Management · USA
AUM:$170.3M
#– of – in Global Large-Stock Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Down 9.8% over the past year, indicating modest price weakness.

Cost Efficiency

Ongoing charge of 0.85% — above average for this category.

What is PCGG?

The fund is a non-diversified, actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets, and, in the opinion of the sub-advisor to the fund, have a sustainable competitive advantage.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
PCGG returned -9.8% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 0.85% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 50.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$170.3M
Expense Ratio0.85%
Dividend Yield0.00%
Holdings30
Inception DateAug 2023
Domicile–
Distribution–
Index–
ProvideriM Global Partner Fund Management
Beta–
CategoryGlobal Large-Stock Growth
CurrencyUSD
Portfolio Impact

How would PCGG affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.1%
1Y
-4.9%
3Y
+14.8%
5Y
+14.8%
OpenBook InsightIf you had invested £10,000 in PCGG 5 years ago, it would have grown to £11,483 — a gain of £1,483.

Annual Returns

Calendar year performance

PCGG delivered positive returns in 3 of the last 4 calendar years.
YearPCGG
2026 YTD-2.6%
2025+2.1%
2024+13.9%
2023+4.0%
CAGR 3yr+6.6%
3/4 positive yearsAvg return: +4.4%Worst year: -2.6% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
14.3%
Low
Momentum
+3.8%
30-day change
Support Level
10.69
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.