The portfolio maintains a cost advantage over competitors, priced within the lowest 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 15.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
State Street Instl US Govt MMkt Premier | 2.71 | 6.2 Mil | Cash and Equivalents |
Ladder Capital Finance Holdings LLLP/ Ladder Capital Finance Corp. 4.75% | 1.74 | 4.0 Mil | Corporate |
Adapthealth Llc 5.125% | 1.55 | 3.6 Mil | Corporate |
Lightning Power LLC 7.25% | 1.54 | 3.6 Mil | Corporate |
Olympus Water US Holding Corp. 6.25% | 1.52 | 3.5 Mil | Corporate |
Freedom Mortgage Holdings LLC 9.125% | 1.47 | 3.4 Mil | Corporate |
Barclays PLC 8% | 1.46 | 3.4 Mil | Corporate |
SRM Escrow Issuer Llc 6% | 1.46 | 3.4 Mil | Corporate |
Taseko Mines Limited 8.25% | 1.45 | 3.3 Mil | Corporate |
JPMorgan Chase & Co. 4.6% | 1.45 | 3.3 Mil | Corporate |