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Morningstar

Principal Value ETF PY

Morningstar Analyst Rating
Quantitative rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 42.15  /  0.40 %
  • Total Assets 33.9 Mil
  • Adj. Expense Ratio
    0.150%
  • Expense Ratio 0.150%
  • Distribution Fee Level —
  • Share Class Type —
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.93%
  • Turnover 298%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 2:00 AM GMT+00:00

Morningstar’s Analysis PY

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

People Pillar

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

Summary

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Principal Value ETF's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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