PIEQPrincipal International Equity ETF

Grow my money1y track recordRanked #885 of 2,960 in this goal

Seeks long-term growth of capital.

By Principal Funds · Launched 2024

Annual Cost

0.48%

#2,335 of 5,562 · average

Fund Size

$1.4B

#928 of 5,562 · large

Return (1Y)Goal

+29.6%

Track Record

1 year

#3,922 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$12,984+29.8%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Active selection

Factor

Multifactor

What it actually holds

By weight

Concentration

Top 10 holdings = 42.8% of fundmoderately concentrated

Samsung Electronics Co Ltd

5.7%

AIB Group PLC

4.9%

Haleon PLC

4.4%

ASML Holding NV

4.4%

Taiwan Semiconductor Manufacturing Co Ltd

4.2%

Erste Group Bank AG

4.2%

Suncor Energy Inc

4.0%

AstraZeneca PLC

3.9%

Deutsche Telekom AG

3.6%

Sompo Holdings Inc

3.5%

Asset allocation

Stocks

99.3%

Cash

0.7%

By sector

Technology

26.2%

Financial Services

23.4%

Healthcare

13.0%

Consumer Cyclical

9.3%

Communication

8.2%

Industrials

6.9%

Basic Materials

6.8%

Energy

6.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.7%Moderate

Year-on-year price swings

Max drawdown

-15.2%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in foreign equity securities, including emerging markets like China, with at least 80% of net assets in equities across small, medium, and large capitalizations. Focuses on value and growth strategies, targeting undervalued stocks and those with above-average growth potential.
Inception date: November 5, 2024
Fund family: Principal Funds