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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.

Principal US Mega-Cap ETF's Average People Pillar and Process Pillar ratings result in 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 least expensive 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 41
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 40.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.98
101,749,420
Technology

Microsoft Corp

6.34
92,439,637
Technology

Adobe Inc

4.06
59,247,226
Technology

Alphabet Inc Class A

3.70
53,906,147
Communication Services

Accenture PLC Class A

3.41
49,678,963
Technology

Costco Wholesale Corp

3.31
48,267,878
Consumer Defensive

NVIDIA Corp

3.23
47,120,537
Technology

Mastercard Inc Class A

3.19
46,565,880
Financial Services

UnitedHealth Group Inc

3.17
46,175,385
Healthcare

Tesla Inc

3.09
45,006,696
Consumer Cyclical