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Principal Funds

17 active ETFs · $7.75B in assets · average expense ratio 0.32% · first fund Jul 07, 2015.

International (8)Global (4)Bonds (all) (3)Developed Markets (3)Active ETFs (2)Preferred Stocks (2)Real Estate / REITs (2)Growth (1)Healthcare (1)High Yield Bonds (1)

Newest Funds

ETF Price Today ListedExpenseAUM
BCHP Principal Focused Blue Chip ETF 38.55 -0.04% Jul 11, 20230.58% $228.0M
BYRE Principal Real Estate Active Opportunities ETF 27.72 -0.39% May 17, 20220.60% $28.2M
PXUS Principal International Adaptive Multi-Factor… 21.22 +0.57% May 27, 20210.24% $14.9M
PLRG Principal US Large-Cap Adaptive Multi-Factor… 25.70 -0.66% May 20, 20210.15% $6.4M
PQDI Principal Spectrum Preferred and Income ETF 19.27 -0.05% Jun 15, 20200.60% $70.1M

Complete Fund List

# ETF Price Today ExpenseYield (TTM)YTD1Y
1 USMC Principal U.S. Mega-Cap ETF 75.91 -0.28% 0.12%0.74% +11.19% +17.58%
2 PREF Principal Spectrum Preferred Securities… 18.87 +0.05% 0.55%5.28% -1.10% -0.68%
3 PSC Principal U.S. Small-Cap Multi-Factor ETF 69.75 +0.16% 0.38%0.52% +20.63% +26.37%
4 YLD Principal Active High Yield ETF 19.02 -0.03% 0.39%7.28% +0.05% -1.30%
5 BCHP Principal Focused Blue Chip ETF 38.55 -0.04% 0.58% +2.88% +2.53%
6 PY Principal Value ETF 58.15 +0.04% 0.15%1.85% +11.33% +11.68%
7 PDEV Principal International Multi-Factor ETF 31.06 0.00% 0.25% +13.63% +13.63%
8 PQDI Principal Spectrum Preferred and Income ETF 19.27 -0.05% 0.60%5.66% -1.53% -0.87%
9 PSET Principal Quality ETF 80.27 +0.21% 0.15%0.67% +5.04% +6.56%
10 GENY Principal Millennial Global Growth ETF 39.37 -0.71% 0.38% +2.53% +18.26%
11 BYRE Principal Real Estate Active Opportunities ETF 27.72 -0.39% 0.60%2.67% +13.77% +9.34%
12 BTEC Principal Healthcare Innovators ETF 39.49 +1.02% 0.42% +8.70% +18.51%
13 PXUS Principal International Adaptive Multi-Factor… 21.22 +0.57% 0.24%
14 PSM Principal U.S. Small-MidCap Multi-Factor ETF 29.55 +0.89% 0.20% 0.00% +11.86%
15 PLC Principal U.S. Large-Cap Multi-Factor ETF 30.13 -0.30% 0.15% 0.00% +13.97%
16 USI Principal Ultra-Short Active Income ETF 24.18 0.00% 0.18%
17 PLRG Principal US Large-Cap Adaptive Multi-Factor… 25.70 -0.66% 0.15%

Market data delayed approximately 15–20 minutes unless otherwise indicated.

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)International BondsGovernment BondsTreasury BondsCorporate BondsHigh Yield BondsMunicipal BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareMaterialsIndustrialsClean EnergyInfrastructure

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsInverseLeveraged

Style & Size

GrowthU.S. Large CapValueU.S. Small CapU.S. Mid CapTotal Market