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Morningstar

Principal US Mega-Cap ETF USMC

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis USMC

Will USMC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USMC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USMC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of USMC’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal US Mega-Cap ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USMC

More USMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.56 179.2 Mil
Technology

Microsoft Corp

6.97 165.2 Mil
Technology

Apple Inc

6.48 153.6 Mil
Technology

Costco Wholesale Corp

4.10 97.3 Mil
Consumer Defensive

Alphabet Inc Class A

4.07 96.4 Mil
Communication Services

Meta Platforms Inc Class A

3.93 93.1 Mil
Communication Services

Broadcom Inc

3.77 89.3 Mil
Technology

Adobe Inc

3.03 71.8 Mil
Technology

Mastercard Inc Class A

2.95 69.9 Mil
Financial Services

Visa Inc Class A

2.93 69.5 Mil
Financial Services