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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 Process Pillar and People 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-cheapest 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 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Citigroup Inc. 3.875%

3.87 999,959
Corporate

NatWest Group PLC 8%

3.37 869,476
Corporate

UBS Group AG 9.25%

3.35 865,017
Corporate

Lloyds Banking Group PLC 7.5%

3.34 863,286
Corporate

HSBC Holdings PLC 6.375%

3.33 859,531
Corporate

Nordea Bank ABP 6.625%

3.32 857,269
Corporate

ING Groep N.V. 5.75%

3.23 834,385
Corporate

State Street Corporation 6.7%

3.09 798,473
Corporate

American Express Company 3.55%

3.06 789,106
Corporate

State Street Instl US Govt MMkt Premier

3.00 774,295
Cash and Equivalents