Steffany Young has replaced Darryl Trunnel as a comanager alongside lead manager Jon Curran on Principal Investment Grade Corporate Active ETF. This June 17, 2024, manager swap is the latest personnel change on a fund that has had nine different managers since its April 2018 launch. Its People and Process ratings remain Average, while its Morningstar Medalist Rating stays at Neutral.
Principal Investment Grd Corp Actv ETF IG
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People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
JPMorgan Chase & Co. 6.254% | 3.77 | 3.0 Mil | Corporate |
Morgan Stanley 5.466% | 3.39 | 2.7 Mil | Corporate |
Bank of America Corp. 5.468% | 3.27 | 2.6 Mil | Corporate |
Us Ultra Bond Cbt Sep24 Xcbt 20240919 | 2.86 | 2.2 Mil | Government |
Us Long Bond(Cbt) Sep24 Xcbt 20240919 | 2.85 | 2.2 Mil | Government |
Wells Fargo & Co. 2.393% | 2.13 | 1.7 Mil | Corporate |
Becton, Dickinson and Company 3.7% | 1.95 | 1.5 Mil | Corporate |
NiSource Inc. 0.95% | 1.75 | 1.4 Mil | Corporate |
VMware Inc 4.65% | 1.72 | 1.3 Mil | Corporate |
T-Mobile USA, Inc. 3.375% | 1.71 | 1.3 Mil | Corporate |