Morningstar

Principal S&P Ethical Asia Pac Div ETF P5P

Morningstar Medalist Rating
Medalist Rating as of | See CIMB-Principal Investment Hub

Morningstar’s Analysis P5P

Will P5P outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable P5P’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the P5P 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 P5P’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal S&P Ethical Asia Pac Div ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings P5P

More P5P Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

China Shenhua Energy Co Ltd Class H

5.12 992,960
Energy

SITC International Holdings Co Ltd

4.18 810,957
Industrials

Whitehaven Coal Ltd

3.78 732,825
Energy

Fortescue Ltd

3.70 719,010
Basic Materials

HKT Trust and HKT Ltd

3.26 632,269
Communication Services

BHP Group Ltd

3.21 622,755
Basic Materials

Henderson Land Development Co Ltd

3.19 618,758
Real Estate

PT Astra International Tbk

3.15 611,337
Industrials

Incitec Pivot Ltd

3.14 609,121
Basic Materials

JB Hi Fi Ltd

3.11 603,002
Consumer Cyclical

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