Principal Mega Cap Etf Profile

USMC Etf  USD 59.82  0.12  0.20%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Principal Mega is trading at 59.82 as of the 28th of November 2024, a 0.2 percent decrease since the beginning of the trading day. The etf's open price was 59.94. Principal Mega has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Principal Mega Cap ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies with very large market capitalizations at the time of purchase. Principal is traded on NASDAQ Exchange in the United States.. More on Principal Mega Cap ETF

Moving together with Principal Etf

  0.99VTI Vanguard Total StockPairCorr
  0.99SPY SPDR SP 500 Aggressive PushPairCorr
  0.99IVV iShares Core SPPairCorr
  0.92VIG Vanguard DividendPairCorr
  0.99VV Vanguard Large CapPairCorr
  0.96RSP Invesco SP 500 Sell-off TrendPairCorr

Moving against Principal Etf

  0.87YCL ProShares Ultra YenPairCorr
  0.87VIIX VIIXPairCorr
  0.86ULE ProShares Ultra EuroPairCorr
  0.85FXY Invesco CurrencySharesPairCorr

Principal Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationSize And Style ETFs, Large Cap ETFs, Large Blend, Principal Funds (View all Sectors)
IssuerPrincipal
Inception Date2017-10-11
Entity TypeRegulated Investment Company
Asset Under Management2.65 Billion
Average Trading Valume73,355.8
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorPrincipal Global Investors, LLC
CustodianState Street Bank and Trust Company
DistributorALPS Distributors, Inc.
Portfolio ManagerJeffrey A. Schwarte, Aaron J. Siebel
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Jun
ExchangeNASDAQ
Number of Constituents27.0
Market MakerGTS
Total Expense0.15
Management Fee0.15
Country NameUSA
Returns Y T D29.31
NamePrincipal U.S. Mega-Cap ETF
Currency CodeUSD
Open FigiBBG00HY0ZL36
In Threey Volatility16.8
1y Volatility11.3
200 Day M A53.7287
50 Day M A57.5999
CodeUSMC
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.5
Principal Mega Cap ETF [USMC] is traded in USA and was established 2017-10-11. The fund is listed under Large Blend category and is part of Principal Funds family. The entity is thematically classified as Size And Style ETFs. Principal Mega Cap at this time have 1000 M in net assets. , while the total return for the last 3 years was 13.6%.
Check Principal Mega Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Principal Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Principal Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Principal Mega Cap ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Principal Mega Cap ETF Etf Constituents

HONHoneywell InternationalStockIndustrials
KHCKraft Heinz CoStockConsumer Staples
MRKMerck CompanyStockHealth Care
JPMJPMorgan Chase CoStockFinancials
UNHUnitedHealth Group IncorporatedStockHealth Care
MSFTMicrosoftStockInformation Technology
TATT IncStockCommunication Services
PFEPfizer IncStockHealth Care
More Details

Principal Mega Top Holders

SCUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PIFIXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
SAUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PCGPXStrategic Asset ManagementMutual FundAllocation--70% to 85% Equity
SAIPXStrategic Asset ManagementMutual FundAllocation--30% to 50% Equity
PCSSXStrategic Asset ManagementMutual FundAllocation--30% to 50% Equity
SCIPXStrategic Asset ManagementMutual FundAllocation--30% to 50% Equity
PSBIXStrategic Asset ManagementMutual FundAllocation--50% to 70% Equity
More Details

Principal Mega Cap Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Principal Mega. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Principal Mega Against Markets

When determining whether Principal Mega Cap offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Principal Mega's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Principal Mega Cap Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Principal Mega Cap Etf:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Principal Mega Cap ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population.
You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
The market value of Principal Mega Cap is measured differently than its book value, which is the value of Principal that is recorded on the company's balance sheet. Investors also form their own opinion of Principal Mega's value that differs from its market value or its book value, called intrinsic value, which is Principal Mega's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Principal Mega's market value can be influenced by many factors that don't directly affect Principal Mega's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Principal Mega's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Mega is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Mega's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.