PSC - ETF AI Analysis

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Principal U.S. Small-Cap Multi-Factor ETF (PSC)

Rating:70Outperform

Price Target:―

PSC, the Principal U.S. Small-Cap Multi-Factor ETF, has a solid overall rating, mainly driven by holdings like Dycom, NEXTracker, Fabrinet, and TTM Technologies, which show strong financial performance, positive earnings calls, and supportive technical trends that point to healthy growth potential. At the same time, weaker names such as Guardant Health and BridgeBio Pharma, which face financial instability, profitability issues, and valuation concerns, weigh on the fund’s rating. The main risk factor is its focus on smaller U.S. companies, where high valuations and occasional financial weakness can make returns more volatile.

Positive Factors

Strong Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Leading Holdings Showing Solid Gains

Several of the top positions, such as TTM Technologies, Coeur Mining, and Centrus Energy, have delivered strong year-to-date performance, helping support the fund’s returns.

Broad Sector Diversification Within Small Caps

The fund spreads its investments across many sectors, including technology, health care, industrials, and financials, which helps reduce the impact if any one industry struggles.

Negative Factors

Higher Expense Ratio Than Some Broad ETFs

The fund’s expense ratio is meaningfully higher than many low-cost index ETFs, which can slightly reduce net returns over time.

Heavy Focus on U.S. Market

With almost all assets in U.S. stocks, the ETF offers little geographic diversification and is highly tied to the U.S. economic cycle.

Small-Cap Volatility Risk

Because it invests in smaller companies, the fund may experience larger price swings and higher risk during market downturns compared with large-cap funds.

PSC vs. SPDR S&P 500 ETF (SPY)

AUM1.86B

RegionNorth America

Expense Ratio0.38%

Beta0.97

IssuerPrincipal

Inception DateSep 21, 2016

Dividend Yield0.63%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume118,802

30 Day Avg. Volume154,980

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

73.52

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering514

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

PSC Summary

PSC, the Principal U.S. Small-Cap Multi-Factor ETF, invests in a wide mix of smaller U.S. companies across many sectors like technology, health care, and industrials. It doesn’t track a single index, but instead picks stocks using a rules-based approach that looks for traits such as strong business quality and attractive prices. Top holdings include companies like TTM Technologies and Guardant Health. An investor might choose PSC to seek long-term growth and diversify beyond large, well-known stocks. However, small-cap stocks can be more volatile, so the ETF’s price can move 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 into U.S. small-cap growth stories, with tech and industrial names doing most of the heavy lifting. Fabrinet, Dycom, and Sterling Infrastructure have been rising steadily, giving the fund a solid backbone of momentum in technology and infrastructure. TTM Technologies and Nextpower are also pulling their weight, helping keep the tech tilt working in the fund’s favor. On the flip side, Guardant Health and BridgeBio Pharma have been lagging, acting like a bit of sand in the gears of an otherwise well-oiled small-cap machine. All exposure is U.S.-focused.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CDE	Coeur Mining	0.85%	$15.48M	$17.30B	424.12%	69 Neutral
HL	Hecla Mining Company	0.77%	$14.09M	$16.51B	384.84%	74 Outperform
FN	Fabrinet	0.77%	$14.07M	$20.83B	205.37%	78 Outperform
ZETA	Zeta Global Holdings Corp	0.77%	$14.01M	$4.27B	4.89%	67 Neutral
AHR	American Healthcare REIT, Inc.	0.71%	$12.89M	$10.05B	73.78%	64 Neutral
GTLS	Chart Industries	0.70%	$12.81M	$9.91B	26.63%	58 Neutral
PL	Planet Labs PBC	0.70%	$12.79M	$8.93B	520.24%	57 Neutral
DY	Dycom	0.69%	$12.56M	$12.12B	160.05%	80 Outperform
BFH	Bread Financial Holdings	0.69%	$12.51M	$3.10B	39.14%	72 Outperform
STRL	Sterling Infrastructure	0.68%	$12.50M	$13.26B	256.07%	71 Outperform

PSC Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

60.09

Positive

100DMA

58.46

Positive

200DMA

56.07

Positive

Market Momentum

MACD

0.16

Positive

RSI

50.95

Neutral

STOCH

62.75

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 60.55, equal to the 50-day MA of 60.09, and equal to the 200-day MA of 56.07, indicating a bullish trend. The MACD of 0.16 indicates Positive momentum. The RSI at 50.95 is Neutral, neither overbought nor oversold. The STOCH value of 62.75 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
PSC	―	―	$1.86B	0.38%	70 Outperform
CGUS	―	―	$9.03B	0.33%	71 Outperform
DFSV	―	―	$6.99B	0.30%	67 Neutral
FESM	―	―	$4.19B	0.28%	66 Neutral
AVSC	―	―	$2.43B	0.25%	67 Neutral
BSVO	―	―	$2.10B	0.45%	67 Neutral

Performance Comparison

PSC

Principal U.S. Small-Cap Multi-Factor ETF

60.62

11.42

23.21%

CGUS

Capital Group Core Equity ETF

―

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

―

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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