Holding types
Countries
Sectors
Analyst ratings
Market Data
Dividend
Principal U.S. Mega-Cap ETF is an actively managed fund that primarily invests in U.S. mega-cap companies. The USMC ETF's active, rules-based framework provides durability and stability during market volatility. The fund's heavy concentration in the technology sector could pose a risk if the sector underperforms.
Principal U.S. Mega-Cap ETF (USMC) is an actively managed fund that invests in growth and value stocks of mega-cap companies within the top 50th percentile of the S&P 500 Index. USMC has a low expense ratio of 0.12 percent and has posted double-digit total returns over the past five years, despite a poor 2022. The fund is heavily focused on technology stocks, with over half of its assets invested in companies reliant on information and communication technology.
USMC selects stocks from the top 50th percentile by market value of the S&P 500, re-weighting the vast majority by a proprietary measure of financial strength. Fees are just 0.12%. Despite suggestions otherwise, USMC is not a low-volatility ETF by any stretch. Its 0.99 five-year beta and slightly lower standard deviation compared to SPY are our first clues.
FAQ
- What is USMC ETF?
- Does USMC pay dividends?
- What stocks are in USMC ETF?
- What is the current assets under management for USMC?
- What is USMC average volume?
- What is USMC expense ratio?
- What is USMC inception date?