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Principal Investment Grd Corp Actv ETF IG

Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis IG

Will IG outperform in future?

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

New manager, new day for this ETF

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Principal Investment Grade Corporate Active ETF IG gets a new portfolio manager who may well give this strategy the facelift it needs, but a history of management instability and a mediocre track record during downturns cast a shadow of uncertainty. The team’s efforts to continue process enhancements is a bright spot, though, earning this strategy a Morningstar Medalist Rating of Neutral.

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Portfolio Holdings IG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co. 6.254%

3.82 2.8 Mil
Corporate

Us Long Bond(Cbt) Jun24 Xcbt 20240618

3.80 2.8 Mil
Government

Bank of America Corp. 5.468%

3.64 2.7 Mil
Corporate

Morgan Stanley 5.466%

3.43 2.5 Mil
Corporate

Us Ultra Bond Cbt Jun24 Xcbt 20240618

3.01 2.2 Mil
Government

Wells Fargo & Co. 2.393%

2.16 1.6 Mil
Corporate

Becton, Dickinson and Company 3.7%

1.98 1.5 Mil
Corporate

NiSource Inc. 0.95%

1.78 1.3 Mil
Corporate

VMware Inc 4.65%

1.74 1.3 Mil
Corporate

T-Mobile USA, Inc. 3.375%

1.74 1.3 Mil
Corporate