Morningstar

Principal Value ETF PY

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

Morningstar’s Analysis PY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Value 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 PY

More PY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.72 22M
Technology

Amazon.com Inc

3.35 8M
Consumer Cyclical

Bank of America Corp

2.12 5M
Financial Services

UnitedHealth Group Inc

1.97 5M
Healthcare

Procter & Gamble Co

1.89 5M
Consumer Defensive

Merck & Co Inc

1.73 4M
Healthcare

Visa Inc Class A

1.70 4M
Financial Services

Johnson & Johnson

1.68 4M
Healthcare

ExxonMobil Holdings Corp

1.48 4M
Energy

Verizon Communications Inc

1.46 4M
Communication Services

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