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Principal US Small-Cap Adptv Mlt-Fac ETF PLTL

Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PLTL

Will PLTL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Principal US Small-Cap Adptv Mlt-Fac ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings PLTL

  • Current Portfolio Date
  • Equity Holdings 510
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 6.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
0.91
51,293
Industrials
0.70
39,802
Consumer Cyclical
0.69
39,287
Consumer Cyclical
0.68
38,703
Technology
0.67
37,881
Industrials
0.66
37,156
Technology
0.66
37,113
Financial Services
0.61
34,395
Consumer Cyclical