Principal Value ETF (PY) — ETF Analysis on Winston
Key Facts
- Issuer: Principal Funds
- Asset Class: Stock
- Price: $57.90
- Expense Ratio: 15.00%
- Assets Under Management: $125M
- Number of Holdings: 99
- Inception Date: 2016-03-21
- Currency: USD
Winston Score
Principal Value ETF has a Winston Score of 73 out of 100.
Performance
- 1-Year Return: 14.87%
- 3-Year Return: 31.19%
- 5-Year Return: 25.95%
Top Holdings
APPLE INC COMMON STOCK USD.00001 (N/A%), AMAZON.COM INC COMMON STOCK USD.01 (N/A%), BANK OF AMERICA CORP COMMON STOCK USD.01 (N/A%), WALMART INC COMMON STOCK USD.1 (N/A%), UNITEDHEALTH GROUP INC COMMON STOCK USD.01 (N/A%)
Sector Breakdown
Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)