PCLG
-0.61 · -2.49%
$23.81 · NYSE ARCA

FundVantage Trust (PCLG) ETF Analysis | Large Growth

Polen Capital · USA
AUM:$109.1M
#– of – in 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

PCLG returned +0.0% over the past year, broadly in line with flat market conditions.

What is PCLG?

The fund typically invests in a focused portfolio of common stocks of large capitalization companies (market capitalizations greater than $10 billion at the time of purchase) that, in the adviser"s opinion, have a sustainable competitive advantage. The fund employs a focused portfolio investing style, which results in fewer holdings than a fund that seeks to achieve its investment objective by investing in a greater number of issuers.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
PCLG returned 0.0% over the past year.
Concentrated Holdings
Top 10 holdings account for 58.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$109.1M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings27
Inception DateSept 2025
Domicile
Distribution
Index
ProviderPolen Capital
Beta
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would PCLG affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.0%
1Y
-6.4%
3Y
-6.4%
5Y
-6.4%
OpenBook InsightIf you had invested £10,000 in PCLG 5 years ago, it would have fallen to £9,358 — a loss of £642.

Annual Returns

Calendar year performance

PCLG delivered positive returns in 0 of the last 2 calendar years.
YearPCLG
2026 YTD-4.2%
2025-1.1%
0/2 positive yearsAvg return: -2.7%Worst year: -4.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
17.1%
Low
Momentum
+7.5%
30-day change
Support Level
22.62
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.