PSET
Principal Quality ETFPSET Fund Description
PSET tracks an index of large-cap US firms with a high degree of pricing power. Holdings are selected by several fundamental and technical factors, and weighted equally within three tiers.
PSET Factset Analytics Insight
PSET aims to hold companies with strong pricing power—the ability to raise prices without affecting demand. The idea is that such firms tend to face little competition, and can pass through cost increases to their customers, which should lead to more consistent sales and earnings growth. In fact, what PSET actually selects for in its holdings is strong and consistent sales, earnings and operating margins. Additional selection factors include return volatility, earnings quality and volatility of earnings forecasts. This should result in a basket of firms with strong fundamentals. Price setting firms are selected only indirectly, but it's hard to fault the fund for this, since the concept of pricing power is somewhat nebulous and difficult to capture in an indexed product. Notably, market share is not considered. PSET's holdings are equally-weighted inside of three tiers with 50 names each (based on the selection ranking), making up 50%, 35% and 15% of the portfolio. With no sector caps, the portfolio may look quite different from the broad market. The fund is reconstituted and rebalanced annually, in late March. PSET launched in March 2016 and charges a reasonable fee in context. Prior to Sep. 30, 2020, the fund name was Principal Price Setters Index ETF.
PSET MSCI ESG Analytics Insight

Principal Quality ETF has an MSCI ESG Fund Rating of A based on a score of 5.88 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Principal Quality ETF ranks in the 50th percentile within its peer group and in the 78th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PSET Charts And Performance
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PSET Summary Data
PSET Portfolio Data
PSET Index Data
PSET Portfolio Management
PSET Tax Exposures
PSET Fund Structure
PSET Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PSET. PSET is rated a 5 out of 5.
PSET Tradability
PSET Sector/Industry Breakdown
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PSET Top 10 Holdings[View All]
PSET Countries
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PSET Regions
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PSET Economic Development
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PSET Performance Statistics
PSET MSCI ESG Ratings

PSET Benchmark Comparison Summary
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PSET Benchmark Comparison Market Cap Size
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