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Principal Value ETF(PY)
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 PY
11/13/2026: PY (3-star) is a STRONG-BUY. BUY for 19 days. Simulated Profits (2.13%). Updated daily EoD!
Principal Value ETF (PY) provides exposure to US large- and mid-cap companies identified by a proprietary quantitative model that emphasizes shareholder yield. Its primary strength lies in its disciplined, systematic approach to selecting value stocks that prioritize dividends and buybacks, coupled with a reasonable expense ratio for an active fund. It is best used as a core value component within a diversified portfolio. Investors should monitor market conditions favoring value versus growth, as well as the fund's liquidity. The ETF is well-suited for long-term, value-oriented investors who prefer active oversight to broad market-cap weighting.
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 | Weak fit | The fund's primary focus on value-oriented stocks may underperform in environments favoring high-growth, technology-driven momentum. |
| Momentum investor | Mixed fit | The fund is not designed for momentum and may only be a fit if its quantitative factors align with a current value-sector upturn. |
| Value investor | Strong fit | The fund specifically targets US large-cap value companies, making it a direct fit for a core value-focused portfolio. |
| Dividend/Income investor | Strong fit | The focus on shareholder yield and dividend-paying companies aligns well with income-generation goals. |
| Low-risk investor | Mixed fit | While value stocks are often less volatile than growth stocks, the fund still carries market-related equity risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or advisor seeking a disciplined, systematic approach to US value investing with a focus on companies returning capital.
Suitability
The fund is best suited for long-term investors who believe in the value factor and want an active, model-driven alternative to passive index funds.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Equity investments are inherently subject to market volatility, though the value tilt may provide some buffer. |
| Market risk | Medium / high | As a 100% equity fund, it is fully exposed to systematic market downturns. |
| Concentration | Medium | The fund holds a limited number of securities, which may increase impact if specific holdings underperform. |
| Tracking/expense | Low | The fund has a competitive expense ratio, limiting the drag from management fees. |
| Liquidity | Medium | Lower average daily volume compared to major benchmarks can make entering/exiting large positions more costly. |
| Business/sector quality | Medium | Reliance on a quantitative model means performance is tied to the effectiveness of the selection criteria. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
PY maintains moderate historical volatility typical of value-tilted equity portfolios.
Market Risk
The primary risk is systemic market risk, as the fund is heavily invested in US large-cap equities.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 85 | The fund primarily focuses on established large-capitalization companies within the US market. |
| Market capitalization | US Mid-Cap Equities | 14.7 | A portion of the portfolio includes mid-sized companies to capture broader value opportunities. |
| Cash/collateral | Cash and Equivalents | 0.3 | Minimal cash reserves are maintained for liquidity and operational purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 24.69% | Avg. Invested days 58 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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