PSC - ETF AI Analysis
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Principal U.S. Small-Cap Multi-Factor ETF (PSC)
Rating:70Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, industrials, health care, and financials, which helps reduce the impact if any one industry struggles.
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum in its small-cap holdings.
Multiple Strong-Performing Top Holdings
Several of the largest positions, such as Planet Labs, Argan, DigitalOcean, and TTM Technologies, have delivered strong year-to-date results that support the fund’s overall performance.
Negative Factors
High U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification outside the United States.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, which means fees take a noticeable bite out of long-term returns compared with cheaper index options.
Some Weak Top Holdings
A few of the largest positions, such as Hims & Hers Health and Zeta Global, have shown weak year-to-date performance, which can drag on the fund if those stocks continue to lag.
PSC vs. SPDR S&P 500 ETF (SPY)
AUM1.99B
RegionNorth America
Expense Ratio0.38%
Beta0.96
IssuerPrincipal
Inception DateSep 21, 2016
Dividend Yield0.57%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume114,482
30 Day Avg. Volume182,290
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
73.91Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering511
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSC Summary
The Principal U.S. Small-Cap Multi-Factor ETF (PSC) invests in many smaller U.S. companies, aiming to pick stocks with solid business quality, reasonable prices, and strong recent performance. It does not track a single index, but follows a rules-based approach focused on U.S. small-cap stocks across many sectors, including technology, industrials, health care, and financials. Well-known names in the fund include DigitalOcean and Rambus. Someone might invest in PSC to seek long-term growth and diversify beyond large, well-known companies. A key risk is that small-cap stocks can be more volatile and can go up and down more sharply than the overall market.
How much will it cost me?The Principal U.S. Small-Cap Multi-Factor ETF (PSC) has an expense ratio of 0.38%, which means you’ll pay $3.80 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it uses an active multi-factor strategy to select stocks, rather than passively tracking an index.
What would affect this ETF?The Principal U.S. Small-Cap Multi-Factor ETF (PSC) could benefit from economic growth and innovation in the U.S., particularly in sectors like Technology and Health Care, which are heavily weighted in the fund. However, it may face challenges from rising interest rates or economic slowdowns, which can negatively impact small-cap companies and sectors like Consumer Cyclical and Financials. Regulatory changes or shifts in market sentiment toward small-cap stocks could also influence its performance.
PSC Top 10 Holdings
PSC is leaning hard into U.S. small-cap growth stories, with tech and industrial names setting the tone. DigitalOcean, Credo Technology, and Fabrinet have been rising, giving the fund a lift as investors warm to niche cloud and chip-related plays. Argan and TTM Technologies are also pulling their weight, helped by solid backlogs and demand in power and electronics. On the softer side, Hims & Hers and Zeta Global look more mixed, with profitability worries keeping them from fully joining the rally. Overall, it’s a U.S.-only, small-cap, tech-tilted portfolio riding selective momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Hims & Hers Health | 1.26% | $25.11M | $6.97B | 3.20% | 68 Neutral | |
| Credo Technology Group Holding Ltd | 1.08% | $21.57M | $35.98B | 319.38% | 77 Outperform | |
| Rambus | 1.04% | $20.68M | $17.13B | 170.60% | 78 Outperform | |
| Planet Labs PBC | 0.99% | $19.67M | $12.27B | 939.59% | 57 Neutral | |
| Fabrinet | 0.98% | $19.49M | $25.80B | 237.27% | 78 Outperform | |
| Argan | 0.92% | $18.38M | $9.11B | 335.11% | 73 Outperform | |
| TTM Technologies | 0.91% | $18.01M | $15.47B | 610.90% | 77 Outperform | |
| Vicor | 0.83% | $16.50M | $12.41B | 421.27% | 73 Outperform | |
| Bread Financial Holdings | 0.80% | $15.97M | $3.57B | 82.76% | 72 Outperform | |
| DigitalOcean Holdings | 0.79% | $15.78M | $9.75B | 220.74% | 73 Outperform |
PSC Technical Analysis
Positive
―
Price Trends
59.45
Positive
59.46
Positive
57.38
Positive
Market Momentum
1.35
Negative
70.51
Negative
81.92
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.55, equal to the 50-day MA of 59.45, and equal to the 200-day MA of 57.38, indicating a bullish trend. The MACD of 1.35 indicates Negative momentum. The RSI at 70.51 is Negative, neither overbought nor oversold. The STOCH value of 81.92 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PSC.
PSC Peer Comparison
Comparison Results
Performance Comparison
PSC
Principal U.S. Small-Cap Multi-Factor ETF
62.80
15.45
32.63%
SPYI
NEOS S&P 500 High Income ETF
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DFSV
Dimensional US Small Cap Value ETF
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FESM
Fidelity Enhanced Small Cap ETF
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AVSC
Avantis U.S Small Cap Equity ETF
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BSVO
EA Bridgeway Omni Small-Cap Value ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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