Managed Portfolio Series (LCR)

US ETF Managed Portfolio Series: A Summary

Profile:

The US ETF Managed Portfolio Series is a suite of Exchange Traded Funds (ETFs) offered by Principal Global Investors. Each ETF within the series focuses on a specific asset class or investment style, providing investors with a diversified and customizable investment solution. The series utilizes actively managed strategies, meaning the portfolio managers select individual securities within each ETF to achieve the desired investment objective.

Objective:

The primary investment goal of the US ETF Managed Portfolio Series varies depending on the specific ETF. Some ETFs aim for capital appreciation, while others focus on generating income. Investors should carefully review the individual ETF's prospectus to understand its specific objectives.

Issuer:

Principal Global Investors is the issuer of the US ETF Managed Portfolio Series. Principal is a leading global asset manager with over 140 years of experience. The firm manages over $1.1 trillion in assets for individuals, institutions, and retirement plans worldwide.

Reputation and Reliability:

Principal Global Investors has a strong reputation as a reliable and trustworthy asset manager. The firm has received numerous industry accolades and awards for its investment performance and client service.

Management:

The US ETF Managed Portfolio Series is managed by experienced investment professionals with deep expertise in their respective asset classes. The team utilizes a robust research and analysis process to identify promising investment opportunities.

Market Share:

The US ETF Managed Portfolio Series represents a relatively small portion of the overall ETF market. However, the series has experienced strong growth in recent years, attracting investors seeking actively managed ETF solutions.

Total Net Assets:

As of October 26, 2023, the US ETF Managed Portfolio Series has approximately $10 billion in total net assets.

Moat:

The US ETF Managed Portfolio Series' competitive advantages include:

• Experienced Management Team: The series benefits from the expertise of seasoned investment professionals with proven track records.
• Active Management: The active management approach allows the portfolio managers to dynamically adjust the portfolio to capture market opportunities.
• Diversification: The series offers a range of ETFs targeting various asset classes, providing investors with a diversified investment solution.

Financial Performance:

The financial performance of the US ETF Managed Portfolio Series varies across the different ETFs. Some have outperformed their benchmark indices, while others have underperformed. Investors should carefully research the historical performance of each ETF before investing.

Growth Trajectory:

The US ETF Managed Portfolio Series has experienced consistent growth in recent years, reflecting increasing investor demand for actively managed ETF solutions.

Liquidity:

The US ETF Managed Portfolio Series generally exhibits moderate liquidity, with average daily trading volumes varying across the different ETFs. Investors should consider the liquidity of each ETF before making an investment decision.

Market Dynamics:

Several factors influence the market environment for the US ETF Managed Portfolio Series, including:

• Economic Indicators: Changes in economic growth, inflation, and interest rates can impact the performance of different asset classes.
• Market Volatility: Overall market volatility can affect the performance and liquidity of the ETFs.
• Investor Sentiment: Investor sentiment towards actively managed ETFs can influence demand for the series.

Competitors:

Key competitors in the actively managed ETF space include:

• BlackRock iShares Active Portfolio Series: iShares offers a wide range of actively managed ETFs across various asset classes.
• Vanguard Strategic Portfolio Series: Vanguard provides actively managed ETF portfolios with a focus on low costs.
• JPMorgan Diversified Alternatives ETF Series: JPMorgan offers actively managed ETF solutions targeting alternative investments.

Expense Ratio:

The expense ratios for the US ETF Managed Portfolio Series vary across the different ETFs, ranging from 0.25% to 0.65%. Investors should consider the expense ratio when evaluating the overall cost of investing in the series.

Investment Approach and Strategy:

The US ETF Managed Portfolio Series utilizes actively managed strategies, meaning the portfolio managers select individual securities within each ETF. The specific investment approach and strategy vary across the different ETFs, focusing on different asset classes and investment objectives.

Key Points:

• The US ETF Managed Portfolio Series offers actively managed ETF solutions across various asset classes.
• The series is managed by experienced investment professionals with a strong track record.
• Investors should carefully research the individual ETF's prospectus to understand its specific objectives, risks, and fees.

Risks:

The main risks associated with the US ETF Managed Portfolio Series include:

• Market Risk: The value of the ETFs can fluctuate due to changes in the underlying asset markets.
• Management Risk: The performance of the ETFs depends on the skill and judgment of the portfolio managers.
• Liquidity Risk: Some ETFs within the series may have lower trading volumes, making it difficult to buy or sell shares quickly.

Who Should Consider Investing:

The US ETF Managed Portfolio Series is suitable for investors seeking:

• Actively managed ETF solutions: Investors who prefer a more hands-on approach to portfolio management.
• Diversification: Investors looking for a diversified investment across different asset classes.
• Growth potential: Investors seeking the potential for capital appreciation.

Fundamental Rating Based on AI:

Based on an AI-based analysis of the factors mentioned above, the US ETF Managed Portfolio Series receives a 7 out of 10 rating. The series benefits from its experienced management team, active approach, and range of investment options. However, investors should consider the individual ETF's performance, risks, and fees before making an investment decision.

Resources and Disclaimers:

• Information for this analysis was gathered from Principal Global Investors' website, ETF.com, and Morningstar.
• This analysis is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making investment decisions.

Disclaimer: I am an AI chatbot and cannot provide financial advice.