Principal Mega Cap Etf Profile
| USMC Etf | USD 57.28 0.03 0.05% |
PerformanceVery Weak
| Odds Of DistressLow
|
Principal Mega is trading at 57.28 as of the 21st of March 2025, a 0.05 percent decrease since the beginning of the trading day. The etf's open price was 57.31. Principal Mega has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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
Principal Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, Principal Funds (View all Sectors) |
| Issuer | Principal |
| Inception Date | 2017-10-11 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 2.5 Billion |
| Average Trading Valume | 186,616.7 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | Principal Global Investors, LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | ALPS Distributors, Inc. |
| Portfolio Manager | Jeffrey A. Schwarte, Aaron J. Siebel |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Jun |
| Exchange | NASDAQ |
| Number of Constituents | 27.0 |
| Market Maker | GTS |
| Total Expense | 0.15 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | (4.53) |
| Name | Principal U.S. Mega-Cap ETF |
| Currency Code | USD |
| Open Figi | BBG00HY0ZL36 |
| In Threey Volatility | 16.47 |
| 1y Volatility | 10.56 |
| 200 Day M A | 57.4929 |
| 50 Day M A | 60.3122 |
| Code | USMC |
| Updated At | 20th of March 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.71 |
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 12.4%.
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
| T | ATT Inc | Stock | Communication Services | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| MDT | Medtronic PLC | Stock | Health Care | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| MRK | Merck Company | Stock | Health Care | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| ORCL | Oracle | Stock | Information Technology | |
| DHR | Danaher | Stock | Health Care |
Principal Mega Top Holders
| SCUPX | Strategic Asset Management | Mutual Fund | Allocation--15% to 30% Equity | |
| PIFIX | Strategic Asset Management | Mutual Fund | Allocation--15% to 30% Equity | |
| SAUPX | Strategic Asset Management | Mutual Fund | Allocation--15% to 30% Equity | |
| PCGPX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity | |
| SAIPX | Strategic Asset Management | Mutual Fund | Allocation--30% to 50% Equity | |
| SCIPX | Strategic Asset Management | Mutual Fund | Allocation--30% to 50% Equity | |
| PSBIX | Strategic Asset Management | Mutual Fund | Allocation--50% to 70% Equity | |
| PCWIX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity |
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.
| Risk Adjusted Performance | (0.07) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.01) | |||
| Treynor Ratio | (0.11) |
Principal Mega Against Markets
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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
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.