Polen High Income (PCHI) ETF Holdings & Analysis

What PCHI does

The Polen High Income ETF (PCHI) is designed to offer specialized access to the North American fixed income market, with the overarching goal of outperforming the broader high-yield sector over the course of a full credit cycle. Its objective is to generate substantial total returns by allocating capital to both fixed and floating-rate sub-investment-grade debt. These investments primarily target middle-market companies situated in the United States, with a partial allocation to Canadian issuers. The holdings encompass a range of below-investment-grade instruments—such as corporate bonds, senior secured loans, convertible debt, and preferred stock—all selected for their perceived undervaluation. The fund employs a value-oriented investment philosophy, striving to prudently balance the inherent risks with the potential rewards offered by these discounted securities. A predominantly bottom-up investment approach guides the fund, with significant emphasis placed on individual security selection as the primary driver of value creation, coupled with a robust focus on mitigating downside risks. While maturity and duration are not central to its investment strategy, PCHI anticipates that its portfolio holdings will generally exhibit shorter maturities and lower duration compared to typical broad-based high-yield market indices. The portfolio is expected to maintain a diversified yet concentrated structure, typically comprising between 60 and 150 distinct bond holdings.

Fund profile

Top holdings

Geographic allocation

PortView Portfolio Insights

PortView analyzes how PCHI fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does PCHI track?

PCHI is the Polen High Income ETF, a Other ETF.

What is the expense ratio of PCHI?

Expense ratio data for PCHI is shown on the page when available from our data provider.

What are the largest holdings in PCHI?

Top holdings include BAFFINLAND IRON M 8.75 15JUL2 DFLT, CVET, FOCS, MINERVA MERGER SUB 6.5 15FEB30 144A, HUB INTL LTD 7.375 31JAN32 144A.

How can PortView analyze PCHI overlap with other ETFs?

PortView computes the holdings overlap between PCHI and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.