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Principal Spectrum Tax-Adv Dvd Actv ETF PQDI

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

Morningstar’s Analysis PQDI

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

  • People Pillar

    The People Pillar is our evaluation of the PQDI 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 PQDI’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal Spectrum Tax-Adv Dvd Actv ETF's Average People Pillar and Process Pillar ratings result in 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 second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PQDI

More PQDI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc. 3.875%

4.17 986,113
Corporate

NatWest Group PLC 8%

3.66 864,901
Corporate

UBS Group AG 9.25%

3.62 856,465
Corporate

Lloyds Banking Group PLC 7.5%

3.62 855,149
Corporate

HSBC Holdings PLC 6.375%

3.61 852,551
Corporate

Nordea Bank ABP 6.625%

3.58 846,517
Corporate

ING Groep N.V. 5.75%

3.45 815,086
Corporate

State Street Corporation 6.7%

3.40 804,553
Corporate

American Express Company 3.55%

3.22 762,234
Corporate

U.S. Bancorp. 3.7%

2.93 691,501
Corporate