PLTL Principal U.S. Small-Cap Adaptive Multi-Factor ETF
What is PLTL?
PLTL is an actively-managed portfolio of US small-cap companies selected and weighted in consideration of several different factors as well as the current market risk regime, as determined by the fund adviser
PLTL Factset Analytics Insight
PLTL invests in US small-cap companies, specifically within the range of companies in the S&P 600 Index. In constructing the portfolio, the fund adviser considers the following factors: value based on yield: earnings, free cash flow, and sales, quality based on: return-on-equity, sales growth, and earnings growth, momentum ranked by evaluating recent performance, and volatility using the last 12-month standard deviation of returns. Moreover, weights are assigned according to the current market risk regime — “lower”, “higher and increasing,” or “higher and decreasing” — identified by a proprietary model. For certain securities, however, the model assigns weights equal to that of the index at all times. While fund holdings are expected to be rebalanced semi-annually, they may be done more so frequently in the event of risk regime shifts.
PLTL Summary Data
PLTL Portfolio Data
PLTL Index Data
PLTL Portfolio Management
PLTL Tax Exposures
PLTL Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PLTL. PLTL is rated a 4 out of 5.
PLTL Sector/Industry Breakdown
PLTL Top 10 Holdings
PLTL Performance Statistics
PLTL Economic Development
PLTL Benchmark Comparison Summary
PLTL Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.