USMC – Fund Analysis – Principal US Mega-Cap ETF | Morningstar

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Will USMC outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USMC’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the USMC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of USMC’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decent exposure to mega-cap stocks.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Principal US Mega-Cap ETF’s small team and simplistic approach curb it from standing out in a competitive category.

by Stephen Welch

Rated on Oct 1, 2024 Published on Oct 1, 2024

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