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USMC Stock Price, Chart, Stats & News
Principal U.S. Mega-Cap ETF
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Large Blend
Category
0.75%
Dividend yield
$0.5527
0.12%
Expense ratio
3.42B
Assets
19.32%
1Y return
USMC chart
1M
3M
1Y
5Y
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USMC returns
| YTD | 6.38% |
| 1Y | 19.32% |
| 3Y | 20.62% |
| 5Y | 14.75% |
| 10Y | 0.00% |
| 1Y volatility | 12.93% |
| 3Y volatility | 12.94% |
| Sharpe ratio | 1.31 |
About
USMC seeks long-term capital growth by targeting mega-caps in the US equity market. Mega-cap refers to a company with a market capitalization in the top 50th percentile of the S&P 500. To build the portfolio, the fund utilizes a proprietary, quantitative model.
Top 10 USMC holdings
| Holding | Ownership |
|---|---|
Technology 9.24% | |
Technology 7.91% | |
Technology 6.84% | |
Communication Services 5.71% | |
Technology 4.98% | |
Financial Services 4.48% | |
Technology 4.26% | |
Financial Services 4.14% | |
Consumer Defensive 3.82% | |
Financial Services 3.80% |
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