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PSC ETF ANALYSIS

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PSC ETF FUNDAMENTALS
PSC ETF PERFORMANCE

PSC ISSUER

The Principal Small Cap ETF (PSC) is managed by Principal Global Investors, LLC (PGI), a renowned investment management firm. PSC's primary objective is to invest at least 80% of its net assets in equity securities of U.S. companies with small market capitalizations, as defined by the Russell 2000 Index. PGI employs a proprietary quantitative model to select and rank small-cap stocks based on value, quality, and momentum criteria, aiming to identify promising opportunities in the market. The fund's holdings are expected to be rebalanced annually, with PGI utilizing various data sources and insights to refine its investment strategies and capture evolving market trends. Please note that Russell 2000 is a trademark of FTSE Russell Company and has been licensed by Principal, but the Fund is not sponsored or endorsed by FTSE Russell Company.

PSC DIVIDEND

While the PSC Dividend ETF (PSC) may not primarily focus on dividends, it follows the dividend distribution pattern of the underlying index. Dividend distributions from PSC typically occur quarterly and are subject to the dividend policies and performance of the individual companies within the fund's portfolio. As PSC comprises a mix of dividend-paying and growth-oriented stocks, investors can potentially benefit from both capital appreciation and modest dividend returns.

PSC TRACKING

The PSC ETF primarily tracks the performance of U.S. small-cap companies as represented by the Russell 2000 Index. This ETF aims to invest at least 80% of its net assets in equity securities of small-cap U.S. firms that fall within the market capitalization range of the companies included in the Russell 2000 Index. The selection and weighting of securities within the portfolio are guided by a proprietary quantitative model that considers factors such as value characteristics, quality, momentum, liquidity, and volatility. While holdings are expected to be rebalanced at least annually, Principal Global Investors, LLC (PGI) retains discretion to make adjustments as necessary based on its research and insights from various sources, including industry reports and third-party data. Please note that Russell 2000 is a trademark of FTSE Russell Company and is used under license by Principal. This ETF is not sponsored, endorsed, sold, or promoted by FTSE Russell Company, and FTSE Russell Company does not offer advice on investing in this fund.

PSC CORRELATION

The correlation aspect of the Principal U.S. Small-Cap Multi-Factor Core Index ETF (PSC) primarily revolves around its investment strategy. PSC focuses on investing in equity securities of U.S. companies with small market capitalizations, typically mirroring the Russell 2000 Index. Given its benchmark, PSC's correlation with small-cap stocks is expected to be strong. Investors seeking exposure to this asset class often rely on PSC for its correlation characteristics, making it a valuable tool for diversification and risk management within their portfolios. For a deeper understanding of how PSC correlates with other assets and sectors, investors can utilize the ETF Insider web app, which offers comprehensive visualization tools and insightful data to analyze correlations and overlaps within the U.S. ETF market.

PSC SECTOR

The Alternative Sources ETF (PSC) primarily focuses on investing in companies with small market capitalizations, typically within the range of companies comprising the Russell 2000 Index. These small-cap companies are selected using a proprietary quantitative model by Principal Global Investors, LLC (PGI). The model assesses factors such as value, quality, and momentum to identify promising equity securities within the small-cap space. The portfolio is designed to provide exposure to potentially high-growth opportunities while considering liquidity and volatility factors, with holdings expected to be rebalanced at least annually. Please note that the Fund is not sponsored, endorsed, sold, or promoted by FTSE Russell Company.

PSC EXPOSURE

The exposure characteristic of the Principal U S Small Cap ETF (PSC) centers on a passive indexing investment approach that aims to replicate the performance of equity markets in developed markets, excluding Japan. PSC adopts a full replication indexing strategy, investing directly in component securities of the Underlying Index to closely track its performance. In cases where it's not feasible to acquire all component securities, the fund may employ a representative sampling indexing strategy. As of October 31, 2022, the Underlying Index included 1,274 securities from various developed countries, with a focus on sectors such as information technology. PSC offers a unique opportunity for investors to gain exposure to this diverse basket of stocks, and ETF Insider's web app provides a comprehensive tool for exploring its holdings, correlations, and other critical data points.

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BLOG ARTICLES

What is the PSCW ETF ?
Blog book icon4 min read
By Ron Koren ETF Insider

What is the PSCW ETF ?

The PSCW ETF, or "Invesco S&P SmallCap Consumer Staples ETF," is an investment fund that focuses on small-cap consumer staples companies in the U.S. market. This exchange-traded fund, offered by Invesco, aims to provide investors with exposure to a diversified portfolio of consumer staples stocks, offering potential opportunities for steady growth and stability. In this article, we delve into the characteristics, investment approach, and potential advantages of the PSCW ETF for those interested in the consumer staples sector and small-cap stocks.

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What is the PSC ETF?
Blog book icon5 min read
By Ron Koren ETF Insider

What is the PSC ETF?

The PSC ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the PSC ETF.

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What is the PSCX ETF ?
Blog book icon6 min read
By Ron Koren ETF Insider

What is the PSCX ETF ?

The PSCX ETF (Invesco S&P SmallCap Consumer Staples ETF) is the focus of this article, exploring its purpose and structure. As an exchange-traded fund (ETF) that targets the consumer staples sector within the S&P SmallCap 600 Index, PSCX provides investors with exposure to small-capitalization companies in industries like food, beverages, and household goods. The article delves into the fund's investment strategy, constituent holdings, and risk profile, providing key insights for potential investors and those interested in diversifying their portfolios with consumer staples assets. It also highlights the performance history, fees, and the overall role of PSCX in the broader financial market. Whether a seasoned investor or a beginner looking to understand ETFs, this article serves as a comprehensive guide to the PSCX ETF.

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FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of PSC with the U.S. equity market?
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