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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.

null Morningstar Manager Research

Morningstar Manager Research


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

Microsoft Corp

4.07 2.7 Mil

Apple Inc

3.94 2.6 Mil

Broadcom Inc

2.48 1.7 Mil

Exxon Mobil Corp

1.90 1.3 Mil

Qualcomm Inc

1.56 1.0 Mil

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

Linde PLC

1.21 803,520
Basic Materials

Caterpillar Inc

1.20 797,537