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Home βΊ Calculator βΊ PCFI Dividend Calculator 2026
Polen Floating Rate Income ETF Β· AMEX
Price: $22.82 Β· Annual div: $2.56/share Β· Frequency: quarterly Β· Payout ratio: 50% Β· Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in PCFI β $29.0K in 10 years Β· $244.00/month
PCFI provides segmented exposure to the North American fixed income market with the intention of exceeding the performance of the broader bank loan market over a credit cycle. It aims to deliver overall total return through investments in high yield, floating rate bank loans and other corporate debt securities of middle market issuers in the US and, partially, in Canada. While it primarily invests in senior secured loans, it will also hold corporate bonds, convertible bonds, and preferred stock that are believed to be undervalued. The fund utilizes value investing with the intention of balancing the risks with the potential reward of discounted securities. It mainly follows a bottom-up investment approach, emphasizing downside protection, with the aim of adding value initially through security selection. The fund will not focus on maturity and duration. The portfolio will typically include 60 to 110 credit instruments.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold PCFI.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| πΊπΈ Roth IRA / 401k | 0% | 11.23% | 8.43% | $1,123 / yr |
| πΊπΈ US Taxable (15%) β | 15% | 9.55% | 6.75% | $955 / yr |
| πΊπΈ US Taxable (20%) | 20% | 8.98% | 6.18% | $898 / yr |
| π¬π§ UK ISA | 0% | 11.23% | 8.43% | $1,123 / yr |
| π¬π§ UK Taxable | 8.75% | 10.25% | 7.45% | $1,025 / yr |
| π¨π¦ TFSA | 0% | 11.23% | 8.43% | $1,123 / yr |
| π¨π¦ CA Taxable | 25% | 8.42% | 5.62% | $842 / yr |
| π¦πΊ Super (pension) | 15% | 9.55% | 6.75% | $955 / yr |
| π¦πΊ AU Taxable | 30% | 7.86% | 5.06% | $786 / yr |
| π©πͺ DE Taxable | 26.375% | 8.27% | 5.47% | $827 / yr |
| π«π· FR Taxable | 30% | 7.86% | 5.06% | $786 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $2.56/share/yr Β· πΊπΈ US Taxable (15%) Β· static projection (no growth assumed).
PCFI pays quarterly β 4 times per year. Next ex-div: TBD.
How PCFI compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024β2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for PCFI sourced from FMP /financial-growth endpoint β real data, not estimates.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the PCFI dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer β
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