The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Principal US Mega-Cap ETF USMC
Morningstar’s Analysis USMC
Will USMC outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 7.30 | 170.3 Mil | Technology |
Microsoft Corp | 7.17 | 167.3 Mil | Technology |
Apple Inc | 6.36 | 148.4 Mil | Technology |
Alphabet Inc Class A | 4.17 | 97.2 Mil | Communication Services |
Costco Wholesale Corp | 3.98 | 92.8 Mil | Consumer Defensive |
Meta Platforms Inc Class A | 3.84 | 89.6 Mil | Communication Services |
Broadcom Inc | 3.79 | 88.3 Mil | Technology |
Adobe Inc | 3.16 | 73.7 Mil | Technology |
Mastercard Inc Class A | 2.95 | 68.8 Mil | Financial Services |
Amazon.com Inc | 2.93 | 68.4 Mil | Consumer Cyclical |