Morningstar

Principal Quality ETF PSET

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

Morningstar’s Analysis PSET

Will PSET outperform in the 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 PSET’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Quality 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PSET

More PSET Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.10 2M
Technology

Apple Inc

5.80 2M
Technology

Microsoft Corp

4.22 1M
Technology

Alphabet Inc Class C

2.80 800,385
Communication Services

Palo Alto Networks Inc

2.47 705,511
Technology

Amazon.com Inc

2.33 665,405
Consumer Cyclical

Visa Inc Class A

2.21 630,493
Financial Services

Applied Materials Inc

1.99 569,752
Technology

NetApp Inc

1.92 549,532
Technology

Mastercard Inc Class A

1.88 536,348
Financial Services

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