IG

Principal Investment Grade Corporate Active ETF
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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

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 March 18, 2019 the Principal Investment Grade Corporate Active ETF MSCI ESG Fund Quality Score is 5.08 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. IG ranks in the 15th percentile within its peer group and in the 36th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

IG CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
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  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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  • YTD
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COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 03/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IG 0.88% 3.92% 4.04% -- -- -- --
IG (NAV) 0.94% 3.90% 4.13% -- -- -- --
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 Top 10 Holdings [View All]

IG Summary Data

Principal
04/18/18
Open-Ended Fund
0.26%
$230.79M
$9.82K
0.34%

IG Portfolio Data

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04/01/19
236

IG Index Data

No Underlying Index
Proprietary
Proprietary
Bloomberg Barclays US Aggregate Corporate Index

IG Portfolio Management

0.26%
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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 -
Daily Spread
Premium/Discount
Volume

IG Factset Analytics Block Liquidity

As of 03/19/19
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

299
$9.82K
0
0
0.34%
$0.08
0.34%
1.43% / -0.38%
None
100.00%
50,000
0
0.06%
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$24.83
N/A

IG Top 10 Holdings[View All]

3.07%
1.76%
1.62%
1.55%
1.51%
1.46%
1.45%
1.30%
1.29%
1.20%
16.21%

IG Performance Statistics

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IG MSCI ESG Ratings

5.08 / 10
15.33
35.56
19.05%
3.19%
377.68

IG HOLDINGS STATISTICS


IG
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236
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N/A

IG MATURITY DISTRIBUTION


IG
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IG CREDIT BREAKDOWN


IG
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