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Polen Capital — Issuer
Polen Capital — 8 funds tracked on Dividend Vision.
Polen Capital funds
| Ticker | Name | Distribution rate | Frequency | AUM |
|---|---|---|---|---|
| DIVZ | Polen Dividend Income ETF | 1.47% | Monthly | $304,299,346 |
| IDVZ | Polen International Dividend Income ETF | 2.60% | Monthly | $199,410,798 |
| PCEB | Polen Euro High Yield Bond ETF | 4.57% | Monthly | $20,768,210 |
| PCFI | Polen Floating Rate Income ETF | 5.20% | Monthly | $14,576,049 |
| PCHI | Polen High Income ETF | 7.35% | Monthly | $21,140,909 |
| PCLC | Polen 5Perspectives Large Growth ETF | None | $1,784,774 | |
| PCLG | Polen Focus Growth ETF | Annual | $91,534,937 | |
| PCSG | Polen 5Perspectives Small-Mid Growth ETF | None | $2,662,478 |
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The label is the one-word answer to “should I trust this alpha number?” — a verdict on the estimate, positive or negative, never on the fund.
| Label | What it says | What it does not say |
|---|---|---|
| Reliable | All three checks pass and the fund has at least a year of history — trust this alpha number, whatever its sign. | That the fund is good. A reliably negative alpha is a reliable verdict too. |
| Credible | Two of three checks pass — the alpha is probably genuine, but one check disagrees. | That the fund is promising. The label grades the evidence, not the fund. |
| Inconclusive | Fewer than two checks pass — the data cannot yet separate this alpha from luck. Listed under “leftover looks like noise”, not ranked. | That the alpha is zero. It may be real; we just can’t show it yet. |
Alpha is a statistical estimate, not a promise — only credible and reliable leftovers are ranked. Funds whose recipe fits too poorly, whose leftover looks like noise, or that are themselves a benchmark building block are listed separately. Option-strategy effects may not be fully captured by a linear model. Nothing here is investment advice. Coverage: funds held in at least five Dividend Vision accounts (privacy-filtered — only ticker symbols are read) or searched enough in the last 30 days, plus a curated set of flagship funds — one control group per derivative strategy (full-overwrite covered calls, 0DTE, single-stock, target-distribution, crypto and bond option income) so the Strategy filter always has a baseline. A missing ticker card means the fund is not yet in the analysed set, never that its alpha is zero.