Principal Small Cap Multi Factor Etf Profile
| PSC Etf | USD 56.60 0.95 1.71% |
Performance10 of 100
| Odds Of DistressLess than 9
|
Principal Small is trading at 56.60 as of the 26th of November 2024, a 1.71 percent increase since the beginning of the trading day. The etf's open price was 55.65. Principal Small has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for Principal Small Cap Multi Factor are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies with small market capitalizations at the time of purchase. Resources Prospect is traded on NASDAQ Exchange in the United States.. More on Principal Small Cap Multi Factor
Moving together with Principal Etf
| 0.98 | VB | Vanguard Small Cap | PairCorr |
| 0.99 | IJR | iShares Core SP | PairCorr |
| 0.99 | IWM | iShares Russell 2000 Aggressive Push | PairCorr |
| 0.99 | VRTIX | Vanguard Russell 2000 | PairCorr |
| 0.99 | VTWO | Vanguard Russell 2000 | PairCorr |
| 0.99 | FNDA | Schwab Fundamental Small | PairCorr |
Moving against Principal Etf
Principal Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | HNX MidSmall Cap, HNX, Small Cap ETFs, Size And Style ETFs, Small Blend, Principal Funds (View all Sectors) |
| Issuer | Principal |
| Inception Date | 2016-09-21 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 722.54 Million |
| Average Trading Valume | 24,595.3 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | Principal Global Investors, LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | ALPS Distributors, Inc. |
| Portfolio Manager | Jeffrey A. Schwarte, Aaron J. Siebel |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Jun |
| Exchange | NASDAQ |
| Number of Constituents | 503 |
| Market Maker | Virtu Financial |
| Total Expense | 0.38 |
| Management Fee | 0.38 |
| Country Name | USA |
| Returns Y T D | 21.8 |
| Currency Code | USD |
| Open Figi | BBG00DSQ66C0 |
| In Threey Volatility | 20.47 |
| 1y Volatility | 17.56 |
| 200 Day M A | 49.5353 |
| 50 Day M A | 52.3969 |
| Code | PSC |
| Updated At | 25th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.1 |
| Type | ETF |
Principal Small Cap Multi Factor [PSC] is traded in USA and was established 2016-09-21. The fund is classified under Small Blend category within Principal Funds family. The entity is thematically classified as Small Cap ETFs. Principal Small Cap at this time have 217.28 M in assets. , while the total return for the last 3 years was 5.7%.
Check Principal Small Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Principal Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Principal Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Principal Small Cap Multi Factor Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Principal Small Cap Currency Exposure
Principal Small Cap Multi Factor holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Principal Small will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Principal Small Cap Multi Factor.
Top Principal Small Cap Multi Factor Etf Constituents
| SONO | Sonos Inc | Stock | Consumer Discretionary | |
| TDOC | Teladoc | Stock | Health Care | |
| TKR | Timken Company | Stock | Industrials | |
| OZK | Bank Ozk | Stock | Financials | |
| PLAY | Dave Busters Entertainment | Stock | Consumer Discretionary | |
| WCC | WESCO International | Stock | Industrials | |
| AMG | Affiliated Managers Group | Stock | Financials | |
| SAIC | Science Applications International | Stock | Information Technology |
Principal Small Top Holders
| PCGPX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity | |
| PCWIX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity | |
| PCWPX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity | |
| PSGPX | Strategic Asset Management | Mutual Fund | Allocation--85%+ Equity | |
| PSWIX | Strategic Asset Management | Mutual Fund | Allocation--85%+ Equity | |
| PSBGX | Strategic Asset Management | Mutual Fund | Allocation--50% to 70% Equity | |
| SCGPX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity | |
| PSGLX | Strategic Asset Management | Mutual Fund | Allocation--85%+ Equity |
Principal Small Cap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Principal Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1065 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0435 |
Principal Small Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Principal Small Cap Multi Factor. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.
The market value of Principal Small Cap is measured differently than its book value, which is the value of Principal that is recorded on the company's balance sheet. Investors also form their own opinion of Principal Small's value that differs from its market value or its book value, called intrinsic value, which is Principal Small's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Principal Small's market value can be influenced by many factors that don't directly affect Principal Small's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Principal Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.