IGPrincipal Investment Grade Corporate ETF
Seeks current income and capital appreciation.
By Principal Funds · Launched 2018
Annual Cost
0.19%
#870 of 6,040 · low cost
Fund Size
$203M
#2,440 of 6,040 · mid-size
Return (1Y)
-0.5%
Track Record
8 years
#1,713 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$9,978-0.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 16.3% of funddiversified
MORGAN STANLEY
2.6%
BANK OF AMERICA CORP
2.4%
State Street Institutional US Government Money Market Fund
2.1%
MICRON TECHNOLOGY INC
1.6%
PNC FINANCIAL SERVICES
1.5%
HUNTINGTON BANCSHARES
1.5%
BOEING CO
1.2%
DELTA AIR LINES/SKYMILES
1.2%
XCEL ENERGY INC
1.1%
HSBC HOLDINGS PLC
1.1%
Asset allocation
Bonds
95.9%
Cash
4.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
4.5%Low
Year-on-year price swings
Max drawdown
-23.2%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.23Below average
Sortino (3Y)
0.32Moderate downside risk
Bond profile
Duration
5.3 years
Avg maturity
9.7 years
Credit ratings
AAA
0.1%
AA
2.5%
A
33.6%
BBB
60.3%
BB
3.5%
Listing
- Exchange
- NYSE Arca, Cboe BZX
Full fund details
- Objective
- Seeks current income and capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in investment-grade corporate bonds and other fixed-income securities, including foreign and U.S. government securities. The Fund maintains an average portfolio duration within +/- 10% of the Bloomberg U.S. Corporate Investment Grade Bond Index and employs derivatives for hedging and managing exposures.
- Inception date
- April 18, 2018
- Fund family
- Principal Funds
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Data updated on 2026-09-18