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Principal Spectrum Pref Secs Actv ETF PREF

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PREF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PREF 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 PREF’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PREF

More PREF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Express Company 3.55%

3.61 30.0 Mil
Corporate

Wells Fargo & Co. 3.9%

3.54 29.5 Mil
Corporate

The Toronto-Dominion Bank 8.125%

3.20 26.6 Mil
Corporate

Duke Energy Corp 4.875%

2.51 20.9 Mil
Corporate

The Charles Schwab Corporation 4%

2.45 20.3 Mil
Corporate

Bank of Nova Scotia 8.625%

2.28 18.9 Mil
Corporate

U.S. Bancorp. 3.7%

2.19 18.2 Mil
Corporate

Southern Co. 4%

2.08 17.2 Mil
Corporate

JPMorgan Chase & Co. 3.65%

2.06 17.1 Mil
Corporate

NextEra Energy Capital Holdings Inc 3.8%

1.98 16.4 Mil
Corporate