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PL Growth and Income ETF
PLGI performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 16, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +0.46% | -0.10% | -0.55% | |||
| Flows | - | -$8M | +$10M | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Other Strategies |
| Provider | Collaborative Fund Advisors |
| N° of holdings | 0 |
| Dividend policy | Distributing |
| Inception date | December 10, 2025 |
| ESG | No |
More data and info about PLGI on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +9.61% | |||
Max drawdown | -5.65% | |||
Max drawdown duration | 87d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is PLGI?
PLGI is a Active ETF that provides exposure to Equity and Fixed Income assets. It is managed by Collaborative Fund Advisors.
What does PLGI invest in?
This ETF provides exposure to US Equities and Bonds. It is part of the segment: Multi-Asset: Other.
What is the expense ratio of PLGI?
The total expense ratio (TER) of PLGI is 1.66%, representing the annual fee charged by the fund manager.
When was PLGI launched?
PLGI was launched on December 10, 2025, marking its entry into the ETF market.
Who is the issuer of PLGI?
PLGI is issued by Collaborative Fund Advisors.
What is the AUM of PLGI?
As of July 16, 2026, PLGI manages $52.67 M, reflecting the total assets held in the fund.
How has PLGI performed recently?
As of July 16, 2026, PLGI delivered a return of 0.46% over the past month (1M performance), -0.1% over the past three months (3M), and -0.55% year-to-date (YTD).
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