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USMC: A Concentrated Exposure To The U.S. Largest Companies
The Principal U.S. Mega-Cap ETF has outperformed the S&P 500 and peers, benefiting from a strong mega-cap focus and lower volatility. USMC's portfolio is concentrated in 25 holdings, heavily weighted towards technology, financial services, and communication services, with a higher valuation than the S&P 500. Despite high interest rates and trade uncertainties, USMC's quality profile makes it a solid choice for exposure to mega-cap stocks.
Principal U.S. Mega-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4.74M | $250.79M | $354.47M | $103.68M | 41.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 27 | $1,689.12 | $2,017.3 | $328.18 | 19.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 500 | $30,023.8 | $37,420 | $7,396.2 | 24.63% |
| SW Steve Wachs Legacy CG LLC | 62,166 | $3.59M | $4.65M | $1.06M | 29.62% |
| EM Erin Mccann Simplicity Wealth LLC | 4,631 | $316,867.75 | $344,777.95 | $27,910.2 | 8.81% |
Principal U.S. Mega-Cap ETF (USMC) FAQ
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Principal U.S. Mega-Cap ETF Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The fund described focuses on investing primarily in equity securities of U.S. companies that have very large (mega) market capitalizations. Mega-cap companies are defined for this fund as those with market capitalizations in the top 50th percentile of the S&P 500 Index at the time of purchase. This approach aims to invest in the largest and typically most stable companies in the market, seeking to provide investors with the potential for steady growth and reduced volatility compared to smaller companies. The fund's strategy includes investing at least 80% of its net assets, in addition to any borrowings for investment purposes, in these mega-cap equities, indicating a strong commitment to this market segment.
Products and Services
- Equity Securities of Mega-Cap U.S. Companies
The fund's primary product is its investment in the equity securities of U.S. companies with mega market capitalizations. These are companies that are in the top 50th percentile of the S&P 500 Index at the time of purchase. Investing in these companies offers the potential for stable growth and represents a focus on well-established businesses within the U.S. economy.
