PXUSPrincipal International Adaptive Multi-Factor ETF
PXUS Fund Description
PXUS is an actively managed fund of developed ex-US stocks selected and weighted based on a proprietary rules-based multi-factor methodology.
PXUS Factset Analytics Insight
PXUS actively selects developed ex-US companies of all sizes, specifically from the MSCI World Ex-US Index. Using various fundamental and technical factors, eligible companies are evaluated based on four categories: value, quality, momentum, and lower volatility. Holdings are then weighted within and among the categories according to the current market risk regime as “lower”, “higher and increasing,” or “higher and decreasing” — as determined by the fund adviser’s proprietary model. However, for certain securities, the model assigns weights equal to that of the index at all times. Risk environments are expected to be reviewed weekly, while fund holdings are expected to be rebalanced semi-annually, subject to risk regime shifts and fund adviser’s discretion. PXUS comes on the back of the PLTL and PLRG launches and rounds out the Principal Adaptive Multi-Factor suite with a global offering.
PXUS MSCI ESG Analytics Insight
Principal International Adaptive Multi-Factor ETF has an MSCI ESG Fund Rating of AA based on a score of 8.32 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 International Adaptive Multi-Factor ETF ranks in the 90th percentile within its peer group and in the 80th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
PXUS Summary Data
PXUS Portfolio Data
PXUS Index Data
PXUS Portfolio Management
PXUS Tax Exposures
PXUS Fund Structure
PXUS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of PXUS. PXUS is rated a 4 out of 5.
PXUS Sector/Industry Breakdown
PXUS Top 10 Holdings[View All]
PXUS Economic Development
PXUS Performance Statistics
PXUS MSCI ESG Ratings
PXUS Benchmark Comparison Summary
PXUS 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.