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Principal Value ETF PY

Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PY

Will PY outperform in future?

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

Weakness in Principal Value ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings PY

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.07 2.7 Mil
Technology

Apple Inc

3.94 2.6 Mil
Technology

Broadcom Inc

2.48 1.7 Mil
Technology

Exxon Mobil Corp

1.90 1.3 Mil
Energy

Qualcomm Inc

1.56 1.0 Mil
Technology

The Home Depot Inc

1.48 989,119
Consumer Cyclical

Bank of America Corp

1.43 955,909
Financial Services

Chevron Corp

1.30 868,919
Energy

Linde PLC

1.21 803,520
Basic Materials

Caterpillar Inc

1.20 797,537
Industrials