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Principal US Mega-Cap ETF USMC

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings USMC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 52.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.07 174.2 Mil
Technology

Apple Inc

6.98 172.0 Mil
Technology

Berkshire Hathaway Inc Class B

5.12 126.2 Mil
Financial Services

Exxon Mobil Corp

4.99 123.0 Mil
Energy

JPMorgan Chase & Co

4.88 120.4 Mil
Financial Services

Procter & Gamble Co

4.86 119.7 Mil
Consumer Defensive

Mastercard Inc Class A

4.75 117.2 Mil
Financial Services

Visa Inc Class A

4.74 116.9 Mil
Financial Services

NVIDIA Corp

4.58 113.0 Mil
Technology

Alphabet Inc Class A

4.44 109.5 Mil
Communication Services