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Principal Exchange-Traded Funds Principal Value ETF

$51.43
+0.00%
Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The Principal Value ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq US Large Cap Value Index.

Overview

ETF tracking Principal Exchange-Traded Funds Principal Value ETF

Category Value
Issuer Other
Inception Date 2016-03-22
Market Cap $142.5M
Average Volume N/A
Dividend Yield 2.13%
52-Week Range $42.74 - $52.49
VWAP $51.45

Performance

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Investment Summary

📎 Investment Objective

The Principal Value ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the Nasdaq US Large Cap Value Index.

🎯 Investment Strategy

The ETF employs a passive management (or index-tracking) investment approach, attempting to track the performance of the underlying index. The index is designed to measure the performance of large-capitalization value stocks in the United States.

✨ Key Features

  • Provides exposure to a diversified portfolio of large-cap U.S. value stocks
  • Passively managed to track the Nasdaq US Large Cap Value Index
  • Low expense ratio of 0.00%
  • Relatively new ETF with limited performance history

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market conditions
  • Concentration risk: The ETF is concentrated in the large-cap U.S. value stock segment
  • Tracking error risk: The ETF may not perfectly track the underlying index
  • Liquidity risk: The ETF may experience lower trading volumes or be less liquid than other ETFs

👤 Best For

The Principal Value ETF may be suitable for long-term investors seeking exposure to large-cap U.S. value stocks as part of a diversified portfolio. Investors with a higher risk tolerance and a longer investment horizon may find this ETF appropriate.