Key stats
About Principal Value ETF
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Inception date
Mar 21, 2016
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
PY actively invests in equity securities in the S&P 500 Index that have higher degrees of shareholder yield. The fund manager uses a proprietary quantitative model to identify and select companies for inclusion. PGI uses internal and external resources to develop and refine its investment themes, and to identify and take advantage of trends that may impact the fund and its holdings. The fund is rebalanced annually, but may make any adjustments at its discretion. Prior to June 17, 2022, the fund tracked the NASDAQ U.S. Shareholder Yield Index. Prior to Sep. 30, 2020, the fund name was Principal Shareholder Yield Index ETF.
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.