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Morningstar

Principal US Small Cap ETF PSC

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PSC

Will PSC 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 PSC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal US Small Cap ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PSC

More PSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Comfort Systems USA Inc

0.91 4.5 Mil
Industrials

Permian Resources Corp Class A

0.88 4.4 Mil
Energy

Super Micro Computer Inc

0.88 4.3 Mil
Technology

Atkore Inc

0.83 4.1 Mil
Industrials

Jackson Financial Inc

0.82 4.1 Mil
Financial Services

Beacon Roofing Supply Inc Class A

0.77 3.8 Mil
Industrials

Cadence Bank

0.75 3.7 Mil
Financial Services

e.l.f. Beauty Inc

0.68 3.4 Mil
Consumer Defensive

Boot Barn Holdings Inc

0.68 3.4 Mil
Consumer Cyclical

PBF Energy Inc Class A

0.66 3.3 Mil
Energy