Skip to Content

Principal Spectrum Tax-Adv Dvd Actv ETF PQDI

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.

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 cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PQDI

  • 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%

4.18 1.0 Mil
Corporate

NatWest Group PLC 8%

3.61 866,714
Corporate

UBS Group AG 9.25%

3.60 863,285
Corporate

Lloyds Banking Group PLC 7.5%

3.58 857,673
Corporate

HSBC Holdings PLC 6.375%

3.57 855,448
Corporate

Nordea Bank ABP 6.625%

3.55 852,065
Corporate

ING Groep N.V. 5.75%

3.45 828,028
Corporate

State Street Corporation 6.7%

3.38 811,413
Corporate

American Express Company 3.55%

3.25 779,972
Corporate

U.S. Bancorp. 3.7%

3.02 725,055
Corporate