IG

Principal Investment Grade Corporate Active ETF
C

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*Unless otherwise stated, data provided by FactSet.

IG Fund Description

IG is an actively managed fund that provides current income by selecting investment-grade, USD-denominated bonds of any maturity.

IG Factset Analytics Insight

IG charges a competitive fee for active exposure to the investment-grade taxable corporate bond space. The fund’s objective is to provide current income and, secondarily, capital appreciation. IG seeks to outperform a broad, market-weighted index of US investment-grade corporate bonds over the long-term. The fund manager is not constrained to securities with a specific maturity, but aims for an average portfolio duration similar to its benchmark. As with most actively managed funds, IG may experience higher turnover and higher tax distributions than passively managed funds.

IG MSCI ESG Analytics Insight

Principal Investment Grade Corporate Active ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.87 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. Principal Investment Grade Corporate Active ETF ranks in the 39th percentile within its peer group and in the 24th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IG Charts And Performance

Price Chart ($)
Total Return Chart (%)
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PERFORMANCE [as of 09/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IG -1.20% 3.57% 12.76% 11.56% -- -- --
IG (NAV) -0.91% 3.61% 13.26% 12.20% -- -- --
No Underlying Index -- -- -- -- -- -- --
Bloomberg Barclays US Aggregate Corporate Index -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IG Summary Data

Principal
04/18/18
Open-Ended Fund
0.26%
$121.56M
$31.74K
0.31%

IG Portfolio Data

7.69
--
3.34%
10/01/19
241

IG Index Data

No Underlying Index
Proprietary
Proprietary
Bloomberg Barclays US Aggregate Corporate Index

IG Portfolio Management

0.26%
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--
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IG Tax Exposures

20.00% / 39.60%
0.09%
Ordinary income
No

IG Fund Structure

Open-Ended Fund
No
No
100% / 0%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

IG Factset Analytics Block Liquidity

As of 09/19/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IG. IG is rated a N/A out of 5.

IG Tradability

821
$31.74K
215
$17.81K
0.31%
$0.08
0.33%
1.24% / -0.23%
None
100.00%
50,000
0.00
0.06%
--
0
$26.49
N/A

IG Sector/Industry Breakdown


IG
Segment Benchmark
51.07%
--
37.97%
--
8.78%
--
1.82%
--
0.37%
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IG Top 10 Holdings[View All]

2.50%
1.59%
1.57%
1.50%
1.39%
1.27%
1.25%
1.14%
1.13%
1.09%
14.43%

IG Top 5 Countries


IG
Segment Benchmark
84.81%
--
2.89%
--
2.71%
--
2.52%
--
2.52%
--

IG Top 5 Currencies


IG
Segment Benchmark
100.00%
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IG Performance Statistics

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IG MSCI ESG Ratings

BBB
4.87 / 10
24.49
38.78
16.32%
3.34%
295.70

IG Holdings Statistics

11.29 years
7.69
3.34%
7.69
Low
241
1.18%

IG Avg Life Maturity Distribution

2.03%
5.94%
9.89%
17.57%
13.65%
19.34%
2.72%
5.80%
23.06%

IG OAS Breakdown

43.17%
10.14%
0.32%
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