The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Principal US Mega-Cap ETF USMC
Morningstar’s Analysis USMC
Will USMC 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 47.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 7.39 | 182.4 Mil | Technology |
Microsoft Corp | 7.28 | 179.6 Mil | Technology |
Apple Inc | 6.96 | 171.9 Mil | Technology |
Broadcom Inc | 4.27 | 105.3 Mil | Technology |
Alphabet Inc Class A | 4.15 | 102.4 Mil | Communication Services |
Costco Wholesale Corp | 4.01 | 98.9 Mil | Consumer Defensive |
Meta Platforms Inc Class A | 3.90 | 96.2 Mil | Communication Services |
Adobe Inc | 3.55 | 87.6 Mil | Technology |
Amazon.com Inc | 3.04 | 75.2 Mil | Consumer Cyclical |
Mastercard Inc Class A | 2.80 | 69.1 Mil | Financial Services |