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PMOM  Principal Sustainable Momentum Ind…
Exchange-Traded Fund
NASDAQ

Morningstar Summary

Ratings & Reports

  • Overall
    as of --
    Star Rating: 0Not Rated
    Out of -- funds
  • 3 Year
    Star Rating: 0Not Rated
    Out of -- funds
  • 5 Year
    Star Rating: 0Not Rated
    Out of -- funds
  • 10 Year
    Star Rating: 0Not Rated
    Out of -- funds

Historical Risk

  • Low
  • Below Average
  • Avg
  • Above Average
  • High

Historical Return

  • Low
  • Below Average
  • Avg
  • Above Average
  • High

Morningstar Style Box

Market Cap vs. Investment Style
Selected Values: Investment Style: Mid, Market Cap: Blend
Value
Blend
Growth
Large
Mid
Small

Price Movement of PMOM

Chart for Price Movement
PMOM is down -0.51% over the last 3 days.
Bid/Ask1$27.48 / $27.51
Open$27.57
Previous Close$27.82
Day Low/High
Last Price
$27.43  0% or $0.00 from its Day low
$27.43
$27.57
52 Week Range
Last Price
$27.43  45% or $3.48 from its 52 Week high
$23.01
12/24/2018
$30.91
4/11/2019
Price/Earnings22.55x
Price/Cash Flow9.78x
Price/Revenue1.43x

Fund Detail

as of 4/30/2019

Profile

Profile
Total Net Assets$5.6 M
Premium/Discount0.19%
Portfolio Turnover158.10%
Total Holdings138
Fund TypeETF
Transaction FeeYes

Distributions and Yield

Distributions and Yield
Distribution Yield0.88%
Most Recent Dividend$0.1080
Previous Pay Date4/04/2019
Ex-Date4/01/2019
Distribution FrequencyQuarterly
SEC Yield1.71%

Total Returns

as of 4/30/2019

Standardized Returns

Standardized Returns: Monthly
Description3 Month1 Year3 Year5 Year10 YearInception3 Month1 Year3 Year5 Year10 YearInception3 Month1 Year3 Year5 Year10 YearInception
PMOM Market Price
1.08%-1.87%------7.04%7.68%4.55%------8.54%16.37%4.21%------9.18%
PMOM NAV
-0.27%-2.35%------7.04%5.59%5.23%------8.91%14.94%4.64%------9.26%
Large Growth
Morningstar Category
------------10.62%14.77%17.09%12.46%15.23%--15.67%10.71%15.35%11.26%15.94%--
S&P 500
Index
2.79%6.95%13.92%10.83%14.77%10.62%9.48%13.49%14.87%11.63%15.32%10.70%13.65%9.50%13.51%10.91%15.92%10.63%
View Performance >

Top Sectors

as of 4/30/2019
Top SectorsTop Sectors
Sector% of Holdings
Consumer Cyclical18.28%
Utilities15.00%
Real Estate14.36%
Healthcare12.97%
Other39.39%
Total100.00%
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Additional Trading Options
Fund Highlights
Fund Strategy
The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq U.S. Sustainable Momentum Index (the "index"). The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities, including growth and value stocks, within the Nasdaq US Large Mid Cap Index that exhibit sustainable price momentum, based on historical stock prices over multiple periods and taking multiple market environments into consideration.
Morningstar Category
Large-growth funds invest in big companies that are projected to grow faster than other large-cap stocks. Most of these funds focus on companies in rapidly expanding industries.
  • Inception Date
    10/18/2017
  • 0.29%
    Net Expense may include reimbursements or fee waivers, which may be voluntary or contractual and may expire. See prospectus for more details.
  • Gross Expense Ratio
    0.29%
  • Index Fund
    Yes
  • Leveraged Fund
    No
  • Socially Conscious
    No
  • Actively Managed
    No
  • Fund Family
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