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Morningstar

Principal US Small Cap ETF PSC

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

Morningstar’s Analysis PSC

Will PSC 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 PSC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSC 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 PSC’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 Small Cap ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 PSC

More PSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.05 5.6 Mil
Technology

Comfort Systems USA Inc

1.02 5.4 Mil
Industrials

Jackson Financial Inc

0.92 4.9 Mil
Financial Services

Permian Resources Corp Class A

0.78 4.1 Mil
Energy

Lantheus Holdings Inc

0.77 4.1 Mil
Healthcare

e.l.f. Beauty Inc

0.77 4.1 Mil
Consumer Defensive

Beacon Roofing Supply Inc Class A

0.75 4.0 Mil
Industrials

Cadence Bank

0.73 3.9 Mil
Financial Services

Boot Barn Holdings Inc

0.72 3.8 Mil
Consumer Cyclical

Atkore Inc

0.72 3.8 Mil
Industrials