The issuer of PLTL (the Fund) is Principal Global Investors, LLC (PGI), which employs a proprietary quantitative model for investing in equity securities of U.S. companies with small market capitalizations. PGI's approach involves selecting and ranking stocks based on factors like value, quality, momentum, and volatility. The model's allocation is influenced by prevailing market risk regimes, aiming to outperform the S&P SmallCap 600 Index returns after fees and expenses. The Fund's holdings are reviewed weekly and rebalanced semi-annually, with potential adjustments at PGI's discretion.
The PLTL Dividend fund employs a distinct investment approach, focusing on equity securities of small-cap U.S. companies using a proprietary quantitative model. This strategy incorporates factors like value, quality, momentum, and volatility, adjusting its allocation based on prevailing market risk regimes. Through frequent portfolio rebalancing and potential adjustments, the fund aims to outperform the S&P SmallCap 600 Index while considering the dividend yield as an essential element of its performance objectives.
The Principal Small Cap Value Fund (PLTL) utilizes a proprietary quantitative model to track and select equity securities from the S&P SmallCap 600 Index based on factors such as value, quality, momentum, and volatility. The model adjusts its allocation strategy based on the prevailing market risk regime, aiming to outperform the Index after fees and expenses. The fund's holdings are rebalanced semi-annually or more frequently in response to changes in the market risk environment, potentially resulting in active portfolio turnover.
The PLTL Fund employs a proprietary quantitative model to strategically allocate among value, quality, momentum, and low volatility stocks within the S&P SmallCap 600 Index based on the prevailing market risk regime. This approach aims to optimize portfolio correlation and performance, with rebalancing frequency driven by changing risk environments.
The PLTL fund employs a proprietary quantitative model to select and rank U.S. small-cap companies within the S&P SmallCap 600 Index. It focuses on value, quality, momentum, and volatility factors to adjust its holdings based on prevailing market risk regimes, aiming to outperform the index returns after fees. The fund's dynamic allocation strategy emphasizes different factor categories according to the risk environment, potentially resulting in active and frequent trading of its portfolio securities.
The Principal Small Cap Equity Index Fund (PLTL) primarily invests in U.S. small-cap equities, aiming for exposure to factors like value, quality, momentum, and lower volatility. Through a proprietary quantitative model, the fund adjusts its holdings based on the prevailing market risk regime, emphasizing different factor categories accordingly. This active approach may result in frequent portfolio rebalancing and trading, potentially differing from the S&P SmallCap 600 Index's composition.
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