Principal Active High Yield 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 Active High Yield ETF YLD
Morningstar’s Analysis YLD
Will YLD 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 YLD 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 YLD’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 15.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street Instl US Govt MMkt Premier | 4.48 | 25M | Cash and Equivalents |
Energy Transfer LP 6.5% | 2.01 | 11M | Corporate |
Matador Resources Company 6.25% | 1.97 | 11M | Corporate |
Olympus Water US Holding Corp. 6.25% | 1.52 | 9M | Corporate |
Jazz Securities Designated Activity Co. 4.375% | 1.51 | 9M | Corporate |
Freedom Mortgage Holdings LLC 9.125% | 1.48 | 8M | Corporate |
Ameritex Holdco Inter LLC 7.625% | 1.47 | 8M | Corporate |
Atlantica Sustainable Infrastructure Group PLC 6.375% | 1.47 | 8M | Corporate |
Sunoco LP 5.875% | 1.47 | 8M | Corporate |
Global Aircraft Leasing Co Ltd 8.75% | 1.47 | 8M | Corporate |
United States