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Morningstar

Principal US Mega-Cap ETF USMC

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

Morningstar’s Analysis USMC

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Principal US Mega-Cap ETF 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USMC

More USMC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.12 157.1 Mil
Technology

Apple Inc

5.89 129.8 Mil
Technology

NVIDIA Corp

5.28 116.4 Mil
Technology

Meta Platforms Inc Class A

4.16 91.8 Mil
Communication Services

Alphabet Inc Class A

3.93 86.6 Mil
Communication Services

Costco Wholesale Corp

3.72 82.0 Mil
Consumer Defensive

Broadcom Inc

3.56 78.6 Mil
Technology

Adobe Inc

3.29 72.5 Mil
Technology

Mastercard Inc Class A

3.21 70.8 Mil
Financial Services

Visa Inc Class A

3.06 67.5 Mil
Financial Services