PLTLPrincipal U.S. Small-Cap Adaptive Multi-Factor ETF

Grow my moneyRanked #2,951 of 2,956 in this goal

Seeks long-term growth of capital.

Annual Cost

—

#5,597 of 5,597 · expensive

Fund Size

—

#5,597 of 5,597 · small

Return (1Y)Goal

+34.7%

Track Record

—

#5,597 of 5,597 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,643+16.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Small

Strategy

Active selection

Factor

Multifactor

Index tracked

S&P SmallCap 600 Index

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

32.0%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.