Polen’s Total Funds
1Y6 funds · 67% made money
Polen ETFs · past-year returns · as of Nov 4, 2026 · one tile per fund, grouped by category, largest first
Polen’s Total Holdings
Today$132Min 6 funds · 3 categories
CategoryFundsAssets ▼Share
US stocks3$91.4M69%
Bonds & cash2$35.0M26%
Income1$6.0M5%
Polen ETFs · current holdings · as of Nov 4, 2026
Polen’s Share of the ETF Market
Today0%of all US ETF AUM is in Polen funds
$132M of $16.40T · 6 of 5,803
$132M of $16.40T · 6 of 5,803
Polen’s AUMEveryone elseNo Polen funds · 6 bucketsTile size = the bucket’s total AUM
Polen ETFs · current AUM · as of Nov 4, 2026 · tile size = the bucket’s total AUM
Top 10 Polen ETFs
Today$132M · 100% of $132M
Polen ETFs · 6 of 6 by assets · as of Nov 4, 2026
Polen’s Best ETFs
1Y+1.0%PCFI, the Floating Rate Income fund, led all 3
Polen ETFs · past-year returns · as of Nov 4, 2026
Polen’s 1-Year Record
1Y2–1made money · lost
of 3 with a full year
of 3 with a full year
67% made moneyAll ETFs 74%
Typical returnMiddle fund
Polen+0.4%
All ETFs+6.9%
Best fundPCFI +1.0%
Worst fundPCLG −13.3%
Money made for investors−$13.1M · 376th of 413 issuers
3 funds are under a year old and don’t count yet.
Polen ETFs · past-year returns · as of Nov 4, 2026
Polen vs iShares
1Y−$13.1MMoney made$381B
$132MAssets$4.63T
$909KFees earned$7.5B
67%Win %80%
+0.4%Typical return+8.8%
$0.69Fee per $100$0.16
6Funds482
3Launches 202621
4–0iShares wins
Polen and iShares ETFs · past-year results · as of Nov 4, 2026 · each pair scaled to its larger value
Polen’s ETF Launches
2026End-of-day Nov 4, 2026