Skip to Content

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

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PY

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.99 2.4 Mil
Technology

Apple Inc

3.53 2.1 Mil
Technology

Broadcom Inc

2.27 1.4 Mil
Technology

Exxon Mobil Corp

1.73 1.0 Mil
Energy

The Home Depot Inc

1.64 983,248
Consumer Cyclical

Bank of America Corp

1.36 814,011
Financial Services

Qualcomm Inc

1.34 804,551
Technology

Linde PLC

1.28 769,746
Basic Materials

Chevron Corp

1.24 746,728
Energy

Caterpillar Inc

1.22 734,405
Industrials