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Principal Quality ETF PSET

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PSET

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

  • People Pillar

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

Weakness in Principal Quality ETF's Process and People Pillar ratings limits this strategy to 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 PSET

More PSET Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.74 4.7 Mil
Technology

Apple Inc

5.39 2.9 Mil
Technology

NVIDIA Corp

4.97 2.7 Mil
Technology

Broadcom Inc

3.07 1.6 Mil
Technology

Amazon.com Inc

2.38 1.3 Mil
Consumer Cyclical

Alphabet Inc Class C

2.08 1.1 Mil
Communication Services

Netflix Inc

1.77 951,419
Communication Services

Qualcomm Inc

1.72 920,814
Technology

Applied Materials Inc

1.66 889,785
Technology

Arista Networks Inc

1.51 810,136
Technology