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
Peers
Fund Flows
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 Tradability
PLTL Sector/Industry Breakdown
Benchmark
PLTL Top 10 Holdings
PLTL Performance Statistics
PLTL Countries
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PLTL Regions
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PLTL Economic Development
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PLTL Benchmark Comparison Summary
Benchmark
PLTL Benchmark Comparison Market Cap Size
Benchmark
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.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.