Principal U.S. Small-Cap ETFPrincipal U.S. Small-Cap ETFPrincipal U.S. Small-Cap ETF

Principal U.S. Small-Cap ETF

No trades
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Key stats


Assets under management (AUM)
‪785.49 M‬USD
Fund flows (1Y)
‪128.01 M‬USD
Dividend yield (indicated)
0.77%
Discount/Premium to NAV
0.03%
Shares outstanding
‪14.72 M‬
Expense ratio
0.38%

About Principal U.S. Small-Cap ETF


Brand
Principal
Inception date
Sep 21, 2016
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Principal Global Investors LLC
Distributor
ALPS Distributors, Inc.
PSC seeks long-term capital growth by targeting small-caps in the US equity market. To build the portfolio, utilizing a proprietary, quantitative model, components of the Russell 2000 Index are screened for value, quality, and momentum. The resulting portfolio is initially weighted equally according to these three characteristics, and then weights are adjusted in favor of liquidity and low volatility. In constructing the model and managing the portfolio, the fund adviser uses insights from multiple sources, including internal research, industry reports, and third-party data. While the portfolio is rebalanced at least annually, the fund adviser has the discretion to make adjustments. Prior to September 30, 2020, the fund name was Principal U.S. Small-Cap Multi-Factor Index ETF. On July 8, 2022, the fund ceased tracking the NASDAQ US Small Cap Select Leaders Index and transitioned to an active management strategy. Then on June 30, 2023, PSC dropped 'Multi-Factor' from its fund name.

Broaden your horizons with more funds linked to PSC via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Small cap
Niche
Broad-based
Strategy
Active
Geography
U.S.
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Technology Services
Stock breakdown by region
0.8%96%1%0.2%0.3%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
PSC trades at 53.05 USD today, its price has fallen −0.66% in the past 24 hours. Track more dynamics on PSC price chart.
PSC net asset value is 53.04 today — it's risen 3.11% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
PSC assets under management is ‪785.49 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
PSC price has risen by 2.65% over the last month, and its yearly performance shows a 2.47% increase. See more dynamics on PSC price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 3.11% over the last month, showed a 16.12% increase in three-month performance and has increased by 3.71% in a year.
PSC fund flows account for ‪128.01 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
PSC invests in stocks. See more details in our Analysis section.
PSC expense ratio is 0.38%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, PSC isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, PSC technical analysis shows the neutral rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating PSC shows the buy signal. See more of PSC technicals for a more comprehensive analysis.
Yes, PSC pays dividends to its holders with the dividend yield of 0.77%.
PSC trades at a premium (0.03%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
PSC shares are issued by Principal Financial Group, Inc.
PSC follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Sep 21, 2016.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.