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PSC - ETF AI Analysis
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Principal U.S. Small-Cap Multi-Factor ETF (PSC)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating positive momentum.
Broad Sector Diversification
The fund is spread across multiple sectors, including technology, health care, and industrials, reducing reliance on any single industry.
Reasonable Expense Ratio
The ETF charges a relatively low expense ratio, making it cost-effective for investors.
Negative Factors
Over-Concentration in U.S. Market
With nearly all assets invested in U.S. companies, the fund lacks exposure to international markets.
Mixed Performance in Top Holdings
While some top holdings have performed well, others have lagged, potentially limiting overall returns.
Small-Cap Risk
The focus on small-cap stocks increases volatility and sensitivity to market fluctuations.
PSC vs. SPDR S&P 500 ETF (SPY)
AUM1.56B
RegionNorth America
Expense Ratio0.38%
Beta0.97
IssuerPrincipal
Inception DateSep 21, 2016
Dividend Yield0.65%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume103,070
30 Day Avg. Volume196,865
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
69.93Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering496
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PSC Summary
The Principal U.S. Small-Cap Multi-Factor ETF (PSC) focuses on U.S. small-cap stocks, which are smaller companies with high growth potential. It uses a multi-factor strategy, selecting stocks based on quality, value, momentum, and volatility. This ETF includes companies like Coeur Mining and Centrus Energy and spans sectors such as technology, healthcare, and industrials. Investors might consider PSC to diversify their portfolio and tap into the innovation and agility of emerging businesses. However, small-cap stocks can be more volatile than larger companies, meaning their prices may rise or fall quickly depending on market conditions.
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
The Principal U.S. Small-Cap Multi-Factor ETF is leaning heavily into technology and healthcare, with these sectors making up a significant portion of its holdings. Rising names like BridgeBio Pharma and Guardant Health are driving momentum, thanks to strong clinical trial results and strategic partnerships. On the flip side, lagging performance from stocks like Argan and Credo Technology Group is holding the fund back, with valuation concerns and operational challenges weighing on returns. With its focus on U.S. small-cap stocks, the ETF captures the entrepreneurial energy of emerging companies, but sector concentration adds a layer of risk.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nextpower Inc | 1.05% | $16.35M | $13.54B | 145.07% | 78 Outperform | |
| Coeur Mining | 1.04% | $16.20M | $12.32B | 232.58% | 69 Neutral | |
| BridgeBio Pharma | 0.96% | $14.88M | $14.61B | 170.81% | 59 Neutral | |
| Guardant Health | 0.95% | $14.85M | $13.32B | 238.30% | 61 Neutral | |
| TTM Technologies | 0.95% | $14.82M | $7.41B | 186.42% | 77 Outperform | |
| Fabrinet | 0.90% | $14.02M | $17.14B | 117.94% | 78 Outperform | |
| Argan | 0.89% | $13.86M | $4.51B | 127.45% | 73 Outperform | |
| Cadence Bank | 0.83% | $12.91M | $8.01B | 27.14% | 72 Outperform | |
| Credo Technology Group Holding Ltd | 0.81% | $12.61M | $26.16B | 109.02% | 77 Outperform | |
| Dave | 0.80% | $12.49M | $3.10B | 134.35% | 80 Outperform |
PSC Technical Analysis
Positive
―
Price Trends
57.22
Positive
56.47
Positive
53.38
Positive
Market Momentum
0.59
Negative
58.50
Neutral
70.90
Neutral
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 58.48, equal to the 50-day MA of 57.22, and equal to the 200-day MA of 53.38, indicating a bullish trend. The MACD of 0.59 indicates Negative momentum. The RSI at 58.50 is Neutral, neither overbought nor oversold. The STOCH value of 70.90 is Neutral, 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
59.07
8.27
16.28%
CGUS
Capital Group Core Equity ETF
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―
―
DFSV
Dimensional US Small Cap Value ETF
―
―
―
FESM
Fidelity Enhanced Small Cap ETF
―
―
―
AVSC
Avantis U.S Small Cap Equity ETF
―
―
―
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.
Disclaimer
This 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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