PLC

Principal U.S. Large-Cap Multi-Factor Core Index ETF
*Unless otherwise stated, data provided by FactSet.

PLC Fund Description

Principal U.S. Large-Cap Multi-Factor Core Index ETF tracks a multi-factor selected and weighted index of U.S. large-cap equities.

PLC Factset Analytics Insight

PLC is the U.S. large-cap focused iteration of Principal’s Multi-Factor Core strategy, which uses a quantitative process meant to pick out equity securities of companies that have potential for “high degrees of sustainable shareholder value, growth and strong momentum”. Securities are weighted to potentially enhance the risk/return profile.

PLC MSCI ESG Analytics Insight

Principal U.S. Large-Cap Multi-Factor Core Index ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.34 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 U.S. Large-Cap Multi-Factor Core Index ETF ranks in the 46th percentile within its peer group and in the 34th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PLC Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 03/26/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
PLC -19.57% -20.36% -19.94% -- -- -- --
PLC (NAV) -15.30% -18.10% -17.83% -- -- -- --
MSCI USA Large Cap Index -14.91% -17.48% -17.23% -3.40% 6.80% 7.77% 10.96%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

PLC Summary Data

Principal
07/23/19
Open-Ended Fund
0.15%
$5.11M
$4.47K
0.23%

PLC Portfolio Data

$320.22B
23.10
4.30
--
04/01/20
165

PLC Index Data

Nasdaq US Large Cap Select Leaders Core Index
Multi-Factor
Multi-Factor
MSCI USA Large Cap Index

PLC Portfolio Management

0.15%
--
--
--

PLC Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

PLC Fund Structure

Open-Ended Fund
No
--
100% / 0%
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

PLC Factset Analytics Block Liquidity

As of 03/27/20
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of PLC. PLC is rated a 4 out of 5.

PLC Tradability

198
$4.47K
101
0
0.23%
$0.06
-0.05%
10.93% / -6.09%
None
--
50,000
0.00
0.03%
0.00%
0
$21.77
4

PLC Sector/Industry Breakdown


PLC
Segment Benchmark
35.41%
31.16%
14.10%
12.79%
14.06%
14.57%
11.53%
13.90%
9.25%
9.20%
7.95%
7.35%
3.36%
3.82%
1.98%
2.21%
1.72%
3.07%
0.65%
1.93%

PLC Countries


PLC
Segment Benchmark
100.00%
100.00%

PLC Regions


PLC
Segment Benchmark
100.00%
100.00%

PLC Economic Development


PLC
Segment Benchmark
100.00%
100.00%

PLC Performance Statistics

1.00
1.02
1.02
1.02
0.16%
MSCI USA Large Cap Index

PLC MSCI ESG Ratings

5.34 / 10
33.68
46.15
8.72%
4.13%
108.30

PLC Benchmark Comparison Holdings

165
296
120
64.71%

PLC Benchmark Comparison Summary


PLC
Segment Benchmark
165
296
$320.22B
$341.64B
23.10
24.80
4.30
3.84
1.67%
1.80%
Low
Low

PLC Benchmark Comparison Market Cap Size


PLC
Segment Benchmark
98.90%
99.76%
1.10%
0.24%
0.00%
0.00%
0.00%
0.00%