Principal Global Investors, LLC (PGI) utilizes a proprietary quantitative model for the PXUS Fund's portfolio construction, aiming to invest over 40% in foreign securities based on factors like value, quality, momentum, and volatility. The model adjusts security weights based on the prevailing market risk regime, with an objective to outperform the MSCI World Ex-U.S. Index while considering changing risk environments.
The PXUS Dividend fund employs a proprietary quantitative model developed by Principal Global Investors, LLC, to target higher dividend yield through strategic security selection and portfolio construction. By identifying factors such as value, quality, momentum, and volatility, the model aims to outperform the MSCI World Ex-U.S. Index while adapting to varying market risk regimes. Weekly risk environment reviews and potential adjustments to the model ensure a dynamic approach to dividend-focused investing.
The PXUS fund employs a proprietary quantitative model to select and rank equity securities in the MSCI World Ex-U.S. Index, focusing on value, quality, momentum, and volatility factors. The model adjusts weightings based on the prevailing market risk regime to enhance performance after fees. Portfolio rebalancing occurs semi-annually with more frequent adjustments during shifts in risk environment, potentially leading to active trading of securities.
Utilizing a proprietary quantitative model, Principal Global Investors' PXUS Fund seeks to enhance returns by dynamically adjusting holdings within factor categories (Value, Quality, Momentum, and Lower Volatility) based on prevailing market risk regimes, aiming to outperform the MSCI World Ex-U.S. Index through strategic allocation shifts. Weekly reviews of risk environment and potential rebalancing contribute to active portfolio management and potential increased turnover.
The Principal Spectrum Tax-Advantaged Dividend Active ETF, commonly known by its ticker symbol PXUS, is designed to provide investors with exposure to dividend-paying stocks that are eligible for favorable U.S. federal income tax treatment. Unlike ETFs that focus on a specific economic sector like technology or healthcare, PXUS aims for a diversified approach across multiple sectors. Its focus is more on the tax-advantaged status of the dividends rather than any particular industry or sector. Therefore, PXUS offers a broad-based investment strategy, making it suitable for investors looking for diversified exposure along with the potential for tax-efficient income.
The PXUS Fund maintains a substantial exposure of at least 40% to foreign companies through its unique approach. Employing a proprietary quantitative model, managed by Principal Global Investors, the fund strategically selects equities across various factor categories such as value, quality, momentum, and volatility. The model's adaptive allocation to these categories, guided by prevailing market risk regimes, aims to enhance returns by deviating from the MSCI World Ex-U.S. Index while allowing for weekly risk environment assessment and potential semi-annual rebalancing.
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