PSM

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Peer comparison

Symbol	Price	Today	Mkt cap	P/E
PSMPrincipal U.S. Small-MidCap Multi-Factor ETF	$29.55	+0.89%	$11M	—
CIRCCircle8 Group, Inc.	$0.47	-6.32%	$42M	—
EMBHiShares Interest Rate Hedged Emerging Markets Bond ETF	$21.16	+1.61%	$11M	—
HDAWXtrackers MSCI All World ex US High Dividend Yield Hedged Equity ETF	$25.36	+0.00%	$11M	—
HEWUiShares Currency Hedged MSCI United Kingdom ETF	$24.82	+0.04%	$11M	—
HIPRDirexion High Growth ETF	$71.25	-1.10%	$12M	—
JHCSJohn Hancock Multifactor Media and Communications ETF	$24.27	+0.01%	$12M	—

Source: Financial Modeling Prep · peers by sector/industry

Fund

The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Small Mid Cap Select Leaders Core Index. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of U.S. companies with small- to medium-market capitalizations that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US Small Cap Index and Nasdaq US Mid Cap Index that exhibit potential for high degrees of value, quality growth and strong momentum, while adjusting for liquidity and volatility.

Expense ratio: 0.20%
Assets: $11M
Holdings: 1
Inception: 2019-07-23
Issuer: Principal Funds
Domicile: US

No constituent disclosure available for this fund yet.

Principal U.S. Small-MidCap Multi-Factor ETF

The Principal U.S. Small-MidCap Multi-Factor ETF (PSM) aims to replicate, before the deduction of fees, the investment returns of the Nasdaq US Small Mid Cap Select Leaders Core Index. Under typical market conditions, the fund dedicates at least 80% of its total assets to U.S.-based common stocks of small and mid-capitalization companies that are constituents of this index when they are acquired. The underlying index itself employs a sophisticated, data-driven approach to identify companies from the broader Nasdaq US Small Cap Index and Nasdaq US Mid Cap Index that exhibit high potential across key attributes such as value, quality growth, and strong price momentum, simultaneously factoring in considerations for market liquidity and price fluctuations.

IPO / List date: Jul 23, 2019
HQ: US

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Institutions holding (13F)

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Insider activity (SEC Form 4)

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Insider activity (SEC Form 4)

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