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Principal Spectrum Pref Secs Actv ETF PREF

Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PREF

Will PREF outperform in future?

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

Principal Spectrum Pref Secs Actv ETF's Average People Pillar and Process Pillar ratings result in 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 lowest fee quintile among peers.

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Portfolio Holdings PREF

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 47
  • Other Holdings 50
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Express Company 3.55%

3.65
29,725,613
Corporate

Wells Fargo & Co. 3.9%

3.63
29,497,333
Corporate

The Toronto-Dominion Bank 8.125%

3.27
26,626,080
Corporate

Duke Energy Corp 4.875%

2.59
21,053,793
Corporate

The Charles Schwab Corporation 4%

2.46
20,029,067
Corporate

Bank of Nova Scotia 8.625%

2.35
19,134,259
Corporate

U.S. Bancorp. 3.7%

2.20
17,868,669
Corporate

Southern Co. 4%

2.12
17,264,003
Corporate

JPMorgan Chase & Co. 3.65%

2.06
16,765,319
Corporate

Prudential Financial, Inc. 3.7%

2.02
16,456,815
Corporate