The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
Principal Active High Yield ETF YLD
Morningstar’s Analysis YLD
Will YLD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
State Street Instl US Govt MMkt Premier | 4.12 | 8.9 Mil | Cash and Equivalents |
Ladder Capital Finance Holdings LLLP/ Ladder Capital Finance Corp. 4.75% | 1.67 | 3.6 Mil | Corporate |
Freedom Mortgage Holdings LLC 9.125% | 1.56 | 3.4 Mil | Corporate |
FIESTA PURCHASER INC 2024 TERM LOAN B | 1.47 | 3.2 Mil | Corporate |
Transocean Inc. 8.5% | 1.47 | 3.2 Mil | Corporate |
Adapthealth Llc 5.125% | 1.46 | 3.2 Mil | Corporate |
JPMorgan Chase & Co. 4.6% | 1.46 | 3.2 Mil | Corporate |
Olympus Water US Holding Corp. 6.25% | 1.45 | 3.1 Mil | Corporate |
LSF9 Atlantis Holdings LLC / Victra Finance Corp. 7.75% | 1.44 | 3.1 Mil | Corporate |
Credit Acceptance Corporation of Michigan 9.25% | 1.44 | 3.1 Mil | Corporate |