PLTLPrincipal U.S. Small-Cap Adaptive Multi-Factor ETF
Seeks long-term growth of capital.
By Corgi Funds · Launched 2026
Annual Cost
0.20%
#941 of 5,913 · low cost
Fund Size
$0.5M
#5,753 of 5,913 · small
Return (1Y)Goal
+150.7%
Track Record
2 months
#5,755 of 5,913 · young
Performance
Total-return NAV · USDGrowth of $10,000
$21,273+112.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Small
Strategy
Active selection
Factor
Multifactor
Index tracked
S&P SmallCap 600 Index
What it actually holds
By weightConcentration
Top 1 holdings = 10.6% of fund✓ well diversified
First American Government Obligs XFGXXX
10.6%
Asset allocation
Stocks
197.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
76.8%High
Year-on-year price swings
Max drawdown
-23.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in equity securities of U.S. companies with small market capitalizations, using a proprietary quantitative model to select for value, quality, momentum, and lower volatility factors. Targets companies within the market capitalization range of the S&P SmallCap 600 Index.
- Inception date
- June 25, 2026
- Fund family
- Corgi Funds
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Data updated on 2026-08-15