Principal Spectrum Preferred and Inc ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Principal Spectrum Preferred and Income ETF PQDI
Morningstar’s Analysis PQDI
Will PQDI outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
ING Groep N.V. 7% | 3.57 | 2M | Corporate |
Citigroup Inc. 7% | 3.52 | 2M | Corporate |
State Street Corp. 6.7% | 3.47 | 2M | Corporate |
Nordea Bank ABP 6.75% | 2.80 | 2M | Corporate |
Bank of Montreal 7.3% | 2.45 | 2M | Corporate |
Bank of America Corp. 6.625% | 2.43 | 2M | Corporate |
Credit Agricole S.A. 7.125% | 2.41 | 2M | Corporate |
Goldman Sachs Group, Inc. 6.125% | 2.40 | 2M | Corporate |
PNC Financial Services Group Inc. 6.25% | 2.37 | 2M | Corporate |
Truist Financial Corp. 6.669% | 2.34 | 2M | Corporate |
United States