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PCIG
-0.21 · -2.20%
$9.18 · NYSE ARCA

Litman Gregory Funds Trust (PCIG) ETF Analysis | Foreign Large Growth

Polen Capital · USA
AUM:$28.2M
#– of – in Foreign Large 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 9.0% over the past year, indicating modest price weakness.

What is PCIG?

The fund is an actively-managed ETF that seeks to achieve its objective by investing a focused portfolio of approximately 25 to 35 common stocks of large capitalization companies, including companies in both developed and emerging markets. Under normal market conditions, the fund invests primarily in non-U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
PCIG returned -9.0% over the past year, reflecting recent market conditions.
Concentrated Holdings
Top 10 holdings account for 53.7% of the ETF — significant weight in a small number of names.
Income Component
Current yield of 0.14% — modest income alongside capital growth potential.
ETF Information
AUM$28.2M
Expense Ratio0.00%
Dividend Yield0.14%
Holdings29
Inception DateMar 2024
Domicile–
Distribution–
Index–
ProviderPolen Capital
Beta–
CategoryForeign Large Growth
CurrencyUSD
Portfolio Impact

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.7%
1Y
+0.3%
3Y
+1886.3%
5Y
+1886.3%
OpenBook InsightIf you had invested £10,000 in PCIG 5 years ago, it would have grown to £198,629 — a gain of £188,629.

Annual Returns

Calendar year performance

PCIG delivered positive returns in 2 of the last 5 calendar years.
YearPCIG
2026 YTD+1.4%
2025+0.4%
2024-8.1%
1999-6.2%
1998-80.5%
CAGR 4yr-35.9%
2/5 positive yearsAvg return: -18.6%Worst year: -80.5% (1998)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
19.5%
Low
Momentum
+3.9%
30-day change
Support Level
8.40
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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