USMC Principal U.S. Mega-Cap ETF
What is USMC?
USMC is actively managed to offer exposure to the largest of the US large-cap segment. The fund uses a proprietary, quantitative model to construct the portfolio.
USMC Factset Analytics Insight
USMC seeks long-term capital growth by targeting mega-caps in the US equity market. Mega-cap refers to a company with a market capitalization in the top 50th percentile of the S&P 500. To build the portfolio, the fund utilizes a proprietary, quantitative model. Companies in the S&P 500 with the largest market capitalizations are selected, with low-volatility stocks typically given greater weight in the portfolio. In constructing the model and managing the portfolio, the fund adviser uses insights from multiple sources, including internal research, industry reports, and third-party data. While the portfolio is rebalanced at least annually, the fund adviser has the discretion to make adjustments. Prior to September 30, 2020, the fund name was Principal U.S. Mega-Cap Multi-Factor Index ETF. On June 10, 2022, the fund ceased tracking the NASDAQ US Mega Cap Select Leaders Index and transitioned to an active management strategy.
USMC Summary Data
Peers
Fund Flows
USMC Portfolio Data
USMC Index Data
USMC Portfolio Management
USMC Tax Exposures
USMC Fund Structure
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 Tradability
USMC Sector/Industry Breakdown
Benchmark
USMC Top 10 Holdings
USMC Performance Statistics
USMC Countries
Benchmark
USMC Regions
Benchmark
USMC Economic Development
Benchmark
USMC Benchmark Comparison Summary
Benchmark
USMC Benchmark Comparison Market Cap Size
Benchmark
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