PSC - ETF AI Analysis
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Principal U.S. Small-Cap Multi-Factor ETF (PSC)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its small-cap strategy.
Well-Diversified Across Sectors
Holdings are spread across many industries like health care, financials, technology, and industrials, which helps reduce the impact of weakness in any one sector.
Multiple Strong Top Holdings
Several of the largest positions, including companies like WisdomTree, BrightSpring Health Services, and Marex Group, have shown strong performance, supporting the fund’s overall results.
Negative Factors
Single-Country Focus
Almost all assets are invested in U.S. companies, so the fund offers little geographic diversification if the U.S. market struggles.
Exposure to Underperforming Stock
One of the top holdings, Freshworks, has shown weak performance this year, which can drag on the ETF’s returns if it continues to lag.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for an ETF, meaning fees may slightly reduce long-term returns compared with cheaper options.
PSC vs. SPDR S&P 500 ETF (SPY)
AUM2.69B
RegionNorth America
Expense Ratio0.38%
Beta0.94
IssuerPrincipal
Inception DateSep 21, 2016
Dividend Yield0.6%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume119,708
30 Day Avg. Volume124,111
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
82.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering488
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 and does not track a single index, but instead follows a rules-based “multi-factor” approach that looks for quality, value, momentum, and stability. It spreads money across many sectors like health care, financials, and technology, with holdings such as Brinker International and Freshworks. Someone might invest in PSC to seek long-term growth and diversify beyond large, well-known stocks. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can rise and fall 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 health care and tech, with fast-moving names like 10x Genomics and Twist Bioscience helping drive recent gains as their momentum picks up. Software player Freshworks adds to the growth tilt, though its performance has been more mixed lately. On the financial side, WisdomTree and Bread Financial are steadier anchors, but their recent trading has been choppy and occasionally lagging, tempering the upside. Overall, the fund is a U.S.-only, small-cap story built around innovative health care, tech, and niche financials rather than any single dominant stock.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Zeta Global Holdings Corp | 1.14% | $31.12M | $8.47B | 62.15% | 67 Neutral | |
| 10x Genomics | 1.14% | $30.95M | $9.92B | 559.95% | 60 Neutral | |
| Twist Bioscience | 1.09% | $29.65M | $10.25B | 374.69% | 43 Neutral | |
| WisdomTree | 0.96% | $26.14M | $3.54B | 75.45% | 71 Outperform | |
| Freshworks | 0.91% | $24.70M | $3.55B | 21.64% | 72 Outperform | |
| Marex Group plc | 0.85% | $23.18M | $5.17B | 128.04% | 73 Outperform | |
| Brinker International | 0.77% | $20.90M | $7.76B | 52.04% | 70 Neutral | |
| FirstCash | 0.69% | $18.80M | $9.09B | 34.41% | 74 Outperform | |
| Bread Financial Holdings | 0.69% | $18.71M | $3.75B | 77.46% | 72 Outperform | |
| Black Hills | 0.69% | $18.70M | $5.78B | 22.76% | 74 Outperform |
PSC Technical Analysis
Negative
―
Price Trends
68.53
Negative
67.76
Negative
63.91
Positive
Market Momentum
-0.31
Negative
46.05
Neutral
41.24
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PSC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 67.38, equal to the 50-day MA of 68.53, and equal to the 200-day MA of 63.91, indicating a neutral trend. The MACD of -0.31 indicates Negative momentum. The RSI at 46.05 is Neutral, neither overbought nor oversold. The STOCH value of 41.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PSC.
PSC Peer Comparison
Comparison Results
Performance Comparison
PSC
Principal U.S. Small-Cap Multi-Factor ETF
67.29
12.73
23.33%
TCAF
T. Rowe Price Capital Appreciation Equity 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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