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Save view, at the bottom, keeps this one here PYLD and PCFI · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5YMAX
Total return−0.3%+0.4%+0.8%+2.2%+1.8%——+4.7%
Peer average−0.5%+0.4%−1.6%+0.8%+0.7%+19.2%+5.5%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
Polen PCFI and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
CVET Midco 10/CVET Midco 10/13/29 Term Loan2.6%
Auction.com 2.4%
WPB Holdco S1.9%
ASCEND LEARN1.8%
Alliant Hldg1.8%
BAFFINLAND I1.7%
LOAN ALCHEMY1.6%
Aruba Invest1.5%
CENGAGE LEAR1.3%
Nexus Buyer 1.3%
CCO HLDGS LL1.3%
IPS TERM 10/1.3%
AUTOKINITON 1.1%
STARLIGHT PA1.1%
PROJ EVERG 01.1%
HEIDRICK & S1.1%
Av 03/26/32 1.1%
Restoration 1.1%
ISOTOPE FINC1.1%
ASURION LLC 1.1%
Charter Comm1.1%
QTS THUNDER 1.1%
CVET Midco 10/CVET Midco 10/13/29 Term Loan2.6%Auction.com 2.4%WPB Holdco S1.9%ASCEND LEARN1.8%Alliant Hldg1.8%BAFFINLAND I1.7%LOAN ALCHEMY1.6%Aruba Invest1.5%CENGAGE LEAR1.3%Nexus Buyer 1.3%CCO HLDGS LL1.3%IPS TERM 10/1.3%
Polen PCFI · 100 holdings · tile size = share of the fund · as of Nov 12, 2026
−1.4%
−1.2%
$9.6B
PIMCO Active Bond Exchange-Traded
−1.6%
−1.8%
$9.1B
Convertible Bond
+6.0%
+2.7%
$6.9B
Core 1-5 Year USD Bond
+0.4%
−0.8%
$5.3B
VanEck J.P. Morgan EM Local Currency Bond
−0.3%
−1.0%
$4.9B
State Street SPDR Bloomberg Convertible Securities
+5.4%
+2.2%
$4.8B
JPMorgan Limited Duration Bond
+1.6%
−0.5%
$4.2B
VanEck IG Floating Rate
+3.8%
+0.2%
$3.7B
First Trust Smith Unconstrained Bond
−1.3%
−0.7%
$3.1B
First Trust Smith Opportunistic Fixed Income
−2.3%
−1.1%
$2.8B
T. Rowe Price QM U.S. Bond
−1.3%
−1.3%
$2.8B
VictoryShares Core Intermediate Bond
−1.5%
−1.5%
$2.7B
Core-Plus Bond
−1.1%
−1.2%
$2.0B
Systematic Bond
−1.9%
−1.4%
$1.4B
Other Bonds · current AUM · as of Nov 12, 2026
−0.5%
−1.4%
−1.0%
$9.6B
PIMCO Active Bond Exchange-Traded Fund
−0.8%
−1.6%
−1.4%
$9.1B
iShares Convertible Bond ETF
−1.1%
+6.0%
+2.8%
$6.9B
Polen Floating Rate Income ETF
−0.3%
+2.2%
+1.8%
$13.9M
#19 of 80 this year · #64 cheapest of 92 · sorted by assets
PCFI and its peer group · total return · as of Nov 12, 2026
2.40%
3WPB HoWPB Holdco rl 09/23/33 Term Loan1.95%
4ASCENDASCEND LEARNIN 12/11/2028 Term Loan1.82%
5AllianAlliant Hldgs Inte 09/19/31 Term Loan1.81%
6BAFFINBaffinland Iron M 8.75 15jul2 Dflt1.69%
7LOAN ALOAN ALCHEMY MER 09/22/33 Term Loan1.61%
8Aruba Aruba Investments Ho 11/25/30 Term Loan1.47%
9CENGAGCengage Learnin 03/24/31 Term Loan1.32%
10Nexus Nexus Buyer 07/31/31 Term Loan1.31%
Polen PCFI · weight in the fund · as of Nov 12, 2026
CVET Midco 10/CVET Midco 10/13/29 Term Loan2.6%Auction.com 2.4%WPB Holdco S1.9%ASCEND LEARN1.8%Alliant Hldg1.8%BAFFINLAND I1.7%LOAN ALCHEMY1.6%Aruba Invest1.5%CENGAGE LEAR1.3%Nexus Buyer 1.3%CCO HLDGS LL1.3%IPS TERM 10/1.3%AUTOKINITON 1.1%STARLIGHT PA1.1%PROJ EVERG 01.1%HEIDRICK & S1.1%Av 03/26/32 1.1%Restoration 1.1%ISOTOPE FINC1.1%ASURION LLC 1.1%Charter Comm1.1%QTS THUNDER 1.1%
CVET Midco 10/CVET Midco 10/13/29 Term Loan2.6%Auction.com 2.4%WPB Holdco S1.9%ASCEND LEARN1.8%Alliant Hldg1.8%BAFFINLAND I1.7%
Polen PCFI · 100 holdings · tile size = share of the fund · as of Nov 12, 2026
+3.1 pts
PYLD and PCFI · year-to-date · as of Nov 12, 2026 · AUM not scored
PCFIAvsBPeer average
1D−0.3%−0.5%
1M+0.4%+0.4%
3M+0.8%−1.6%
YTD+2.2%+0.8%
1Y+1.8%+0.7%
3Y[…]+19.2%
5Y[…]+5.5%
5–0PCFI wins
91 Other bonds peers · each row scaled to its leader
LOAN ALCHEMY1.6%
Aruba Invest1.5%
CENGAGE LEAR1.3%
Nexus Buyer 1.3%
CCO HLDGS LL1.3%
IPS TERM 10/1.3%