USMCPrincipal U.S. Mega-Cap Multi-Factor Index ETF
USMC Fund Description
USMC offers exposure to the largest of US large-caps, weighted by a combination of market cap and technical measures.
USMC Factset Analytics Insight
USMC offers exposure to the largest companies in the US, doing so with a uniquely tiered index construction. Starting with a universe of the 500 largest US companies, the fund selects the top 50% by cumulative market cap, typically just a few dozen names. Firms in the top 10% of capitalization are weighted according to market cap; the remaining names are weighted equally with adjustments for volatility. Overall, the portfolio aims for a low volatility tilt. USMCs exposure is unlike its sizable competitors, but costs are comparable.
USMC MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 14, 2018 the Principal U.S. Mega-Cap Multi-Factor Index ETF MSCI ESG Fund Quality Score is 5.52 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. USMC ranks in the 85th percentile within its peer group and in the 53th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
USMC CHARTS AND PERFORMANCE
USMC Top 10 Countries
USMC Top 10 Sectors
USMC Top 10 Holdings [View All]
USMC Portfolio Management
USMC Tax Exposures
USMC Fund Structure
USMC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of USMC. USMC is rated a 5 out of 5.
USMC Sector/Industry Breakdown
USMC TOP 10 HOLDINGS[View All]
USMC Economic Development
USMC Performance Statistics
USMC MSCI ESG Ratings
USMC BENCHMARK COMPARISON SUMMARY
USMC BENCHMARK COMPARISON MARKET CAP SIZE