USMC – Principal US Mega-Cap ETF – ETF Stock Quote | Morningstar

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Will USMC outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USMC’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Decent exposure to mega-cap stocks.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Principal US Mega-Cap ETF’s small team and simplistic approach curb it from standing out in a competitive category.

by Stephen Welch

Rated on Oct 1, 2024 Published on Oct 1, 2024

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Current Portfolio Date Oct 2, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 51.1

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Apple Inc	6.80	171.6 Mil	Technology
Microsoft Corp	6.52	164.5 Mil	Technology
Berkshire Hathaway Inc Class B	5.12	129.1 Mil	Financial Services
Meta Platforms Inc Class A	4.81	121.4 Mil	Communication Services
Mastercard Inc Class A	4.73	119.4 Mil	Financial Services
Exxon Mobil Corp	4.71	118.9 Mil	Energy
Netflix Inc	4.71	118.7 Mil	Communication Services
Visa Inc Class A	4.61	116.2 Mil	Financial Services
Procter & Gamble Co	4.60	116.0 Mil	Consumer Defensive
JPMorgan Chase & Co	4.51	113.7 Mil	Financial Services

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