Morningstar

Principal Spectrum Preferred and Income ETF PQDI

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

Morningstar’s Analysis PQDI

Will PQDI outperform in the 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 PQDI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Principal Spectrum Preferred and Inc ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PQDI

More PQDI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co. 7.625%

3.88 5M
Corporate

ING Groep N.V. 7%

3.86 5M
Corporate

Credit Agricole S.A. 7.125%

2.94 4M
Corporate

Allstate Corp PRF PERPETUAL USD 25 - Ser J

2.32 3M
Financial Services

The Toronto-Dominion Bank 8.125%

2.17 3M
Corporate

American Express Company 6.45%

2.09 3M
Corporate

BNP Paribas SA 8%

2.03 2M
Corporate

Goldman Sachs Group, Inc. 6.125%

1.94 2M
Corporate

Citigroup Inc. 7%

1.88 2M
Corporate

Bank of Nova Scotia 8%

1.85 2M
Corporate

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