Principal Active High Etf Profile

YLD Etf  USD 19.58  0.04  0.20%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Principal Active is trading at 19.58 as of the 28th of November 2024, a 0.20 percent increase since the beginning of the trading day. The etf's lowest day price was 19.47. Principal Active has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Principal Active High are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund is an actively managed exchange-traded fund that seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in below-investment grade fixed income securities, such as bonds and bank loans. More on Principal Active High

Moving together with Principal Etf

  0.89HYG iShares iBoxx HighPairCorr
  0.91USHY iShares Broad USDPairCorr
  0.89JNK SPDR Bloomberg HighPairCorr
  0.94SHYG iShares 0 5PairCorr
  0.91HYLB Xtrackers USD HighPairCorr
  0.94SJNK SPDR Bloomberg ShortPairCorr

Moving against Principal Etf

  0.48BND Vanguard Total BondPairCorr
  0.35VEA Vanguard FTSE DevelopedPairCorr

Principal Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationTarget Outcome ETFs, Asset Allocation ETFs, High Yield Bond, Principal Funds (View all Sectors)
IssuerPrincipal
Inception Date2015-07-08
Entity TypeRegulated Investment Company
Asset Under Management255.14 Million
Average Trading Valume84,401.9
Asset TypeMulti Asset
CategoryAsset Allocation
FocusTarget Outcome
Market ConcentrationBlended Development
RegionGlobal
AdministratorState Street Bank and Trust Company
AdvisorPrincipal Global Investors, LLC
CustodianState Street Bank and Trust Company
DistributorALPS Distributors, Inc.
Portfolio ManagerCharles D. Averill, Todd A. Jablonski, Paul S. Kim, Daniela Spassova, Gregory L. Tornga
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Jun
ExchangeNYSE Arca, Inc.
Number of Constituents137
Market MakerGTS
Total Expense0.39
Management Fee0.39
Country NameUSA
Returns Y T D9.85
NamePrincipal Active High Yield ETF
Currency CodeUSD
Open FigiBBG009KJNFQ9
In Threey Volatility7.81
1y Volatility4.77
200 Day M A19.1735
50 Day M A19.466
CodeYLD
Updated At27th of November 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.05
Principal Active High [YLD] is traded in USA and was established 2015-07-08. The fund is classified under High Yield Bond category within Principal Funds family. The entity is thematically classified as Target Outcome ETFs. Principal Active High at this time have 224.88 M in net assets. , while the total return for the last 3 years was 4.8%.
Check Principal Active Probability Of Bankruptcy

Geographic Allocation (%)

Principal Active High Currency Exposure

Principal Active High holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Principal Active will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Principal Active High.

Principal Active Top Holders

SCUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PIFIXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
SAUPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PFIPXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PFIFXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PFILXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PFIJXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
PFIGXStrategic Asset ManagementMutual FundAllocation--15% to 30% Equity
More Details

Principal Active High 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 Active. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Principal Active Against Markets

When determining whether Principal Active High is a strong investment it is important to analyze Principal Active's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Principal Active's future performance. For an informed investment choice regarding Principal Etf, refer to the following important reports:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Principal Active High. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of Principal Active High 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 Active's value that differs from its market value or its book value, called intrinsic value, which is Principal Active'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 Active's market value can be influenced by many factors that don't directly affect Principal Active'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 Active's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Active is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Active'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.