PLRG, managed by Principal Global Investors, LLC, primarily invests in equity securities of U.S. companies with large market capitalizations, following a proprietary quantitative model. This model assesses factors like value, quality, momentum, and volatility to select and weight securities within the S&P 500 Index. The fund's strategies aim to outperform the index returns by adjusting allocations based on prevailing market risk regimes, with a focus on industries like information technology.
The PLRG Fund employs a proprietary quantitative model to strategically select and rank dividend-yielding equity securities from the S&P 500 Index. By considering value, quality, momentum, and volatility factors, the fund adapts its investment approach based on prevailing market risk regimes, aiming to outperform the Index returns. Although focused on large-cap U.S. companies, the Fund's dynamic strategy may lead to active portfolio turnover, optimizing dividend-focused outcomes while acknowledging market risks.
The PLRG Fund employs a distinctive quantitative model to invest primarily in large-cap US companies. Utilizing factors like value, quality, momentum, and volatility, the model adapts to different market risk regimes to optimize portfolio weightings. This systematic strategy aims to outperform the S&P 500 Index by dynamically adjusting sector allocations and holdings within the information technology sector.
Analyzing Market Risk and Factor Categories for Equity Securities in the S&P 500 Index. Explore how Principal Global Investors employs a proprietary quantitative model to select and rank large-cap U.S. companies based on value, quality, momentum, and volatility factors, adapting weights according to the prevailing market risk regime for potential outperformance.
The Principal U.S. Large-Cap Adaptive Multi-Factor ETF (PLRG) is managed by Principal Global Investors, LLC (PGI). The fund primarily focuses on equity securities of U.S. companies with large market capitalizations. As of September 30, 2022, the fund was significantly invested in industries within the information technology sector. PGI employs a proprietary quantitative model for security selection and portfolio construction, aiming to outperform the S&P 500 Index based on various market risk regimes.
The PLRG Fund seeks to achieve its investment objectives by focusing on equity securities of U.S. companies with large market capitalizations. Through a proprietary quantitative model, the fund emphasizes factors such as value, quality, momentum, and volatility in its security selection and portfolio construction. By adjusting its allocation based on the prevailing market risk regime, the fund aims to outperform the Index returns after fees and expenses. As of September 30, 2022, the fund had significant exposure to the information technology sector.
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