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- Upturn Summary
- Fund Details
Upturn AI Summary
Principal Quality ETF(PSET)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PSET
10/26/2026: PSET (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Principal Quality ETF (PSET) provides investors with exposure to a portfolio of U.S. large-cap equities specifically selected for their quality characteristics, including strong profitability and stable balance sheets. By utilizing an active management strategy, it seeks to identify high-quality companies that may provide better risk-adjusted returns than broad market indices. Its primary strengths are its focused investment process and its potential to act as a defensive anchor within an equity portfolio. However, investors should be aware of risks related to its lower liquidity and potential underperformance during intense growth-driven market rallies. PSET is most appropriate for long-term, risk-aware investors who want a steady, fundamental approach to equity investing rather than passive index tracking.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures growth, its primary focus on quality defensive characteristics may limit upside compared to pure growth ETFs. |
| Momentum investor | Mixed fit | Momentum investors may find the quality focus too conservative, though it can perform well during positive market upturns. |
| Value investor | Strong fit | Quality and value often overlap, making this a strong choice for those seeking fundamental strength at reasonable valuations. |
| Dividend/Income investor | Mixed fit | The fund is not specifically designed for yield, but high-quality companies often pay consistent dividends. |
| Low-risk investor | Strong fit | The focus on stable, profitable companies makes this a suitable choice for risk-averse equity investors. |
Investor Profile
Ideal Investor Profile
Investors seeking a defensive, quality-tilted approach to U.S. large-cap equities who prioritize risk-adjusted performance over pure growth.
Suitability
Best suited for long-term investors looking for a core equity position with an active, quality-focused overlay.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The focus on large-cap, high-quality companies typically results in lower volatility than the broader market. |
| Market risk | Medium / high | As an equity ETF, it is subject to the inherent risks of the U.S. stock market. |
| Concentration | Medium | The fund may become overweight in certain high-quality sectors during specific economic cycles. |
| Tracking/expense | Low | The active management fee is competitive, though it does not aim to track an index perfectly. |
| Liquidity | Medium | Lower average trading volumes can lead to wider bid-ask spreads during market stress. |
| Business/sector quality | Low | The fund specifically targets high-quality businesses to mitigate sector-specific downturn risks. |
Risk Analysis
Volatility
PSET generally exhibits lower volatility than the broad S&P 500 due to its focus on financially stable, low-leverage companies.
Market Risk
The fund is fully invested in equities and is directly exposed to systemic market risks and macroeconomic shocks impacting the U.S. economy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98.5 | The fund focuses on established large-capitalization U.S. companies known for financial stability. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the portfolio is held in cash to manage liquidity and daily transaction requirements. |
Analysis of Past Performance
Type ETF | Historic Profit 14.84% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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