Principal Small Cap Multi Factor Etf Profile
| PSC Etf | USD 52.95 0.66 1.23% |
PerformanceSolid
| Odds Of DistressLow
|
Principal Small is trading at 52.95 as of the 15th of July 2025, a 1.23 percent decrease since the beginning of the trading day. The etf's open price was 53.61. Principal Small has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 15th of June 2025 and ending today, the 15th of July 2025. 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
Principal Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | 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 | 780.85 Million |
| Average Trading Valume | 63,449 |
| 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 | 495 |
| Market Maker | Virtu Financial |
| Total Expense | 0.38 |
| Management Fee | 0.38 |
| Country Name | USA |
| Returns Y T D | 4.17 |
| Currency Code | USD |
| Open Figi | BBG00DSQ66C0 |
| In Threey Volatility | 21.06 |
| 1y Volatility | 20.77 |
| 200 Day M A | 51.5257 |
| 50 Day M A | 51.7958 |
| Code | PSC |
| Updated At | 15th of July 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.47 |
| 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 12.7%.
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.
Top Principal Small Cap Multi Factor Etf Constituents
| RH | RH | Stock | Consumer Discretionary | |
| PLAY | Dave Busters Entertainment | Stock | Consumer Discretionary | |
| FIVN | Five9 Inc | Stock | Information Technology | |
| NWE | NorthWestern | Stock | Utilities | |
| SONO | Sonos Inc | Stock | Consumer Discretionary | |
| TRIP | TripAdvisor | Stock | Communication Services | |
| EGP | EastGroup Properties | Stock | Real Estate | |
| NXST | Nexstar Broadcasting Group | Stock | Communication Services |
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 | |
| SCGPX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity | |
| SACAX | Strategic Asset Management | Mutual Fund | Allocation--85%+ Equity | |
| PCGJX | Strategic Asset Management | Mutual Fund | Allocation--70% to 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 | 0.3028 | |||
| Jensen Alpha | 0.0716 | |||
| Total Risk Alpha | 0.0472 | |||
| Sortino Ratio | 0.0597 |
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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
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.