YLDPrincipal Active High Yield ETF
Seeks a high level of current income.
By Principal Funds · Launched 2015
Annual Cost
0.39%
#1,988 of 6,040 · low cost
Fund Size
$606M
#1,506 of 6,040 · large
Return (1Y)
+4.7%
Track Record
11 years
#1,306 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,212+2.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 19.0% of funddiversified
Principal Funds, Inc - Government Money Market Fund
3.3%
State Street Institutional US Government Money Market Fund
2.8%
ENERGY TRANSFER LP
2.0%
MATADOR RESOURCES CO
2.0%
JAZZ SECURITIES DAC
1.5%
OLYMPUS WTR US HLDG CORP
1.5%
FREEDOM MORTGAGE HOLD
1.5%
GLOBAL AIR LEASE CO LTD
1.5%
CALIFORNIA BUYER/ATLANTI
1.5%
SMYRNA READY MIX CONCRET
1.5%
Asset allocation
Bonds
92.7%
Cash
6.1%
Preferred
1.1%
Stocks
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
4.4%Low
Year-on-year price swings
Max drawdown
-28.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.77Decent risk-adjusted returns
Sortino (3Y)
1.15Good downside protection
Bond profile
Duration
7.5 years
Avg maturity
10.0 years
Credit ratings
BBB
1.5%
BB
24.8%
B
51.8%
Below B
18.4%
Other
4.3%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks a high level of current income.
- Strategy
- Actively manages a portfolio primarily invested in below-investment-grade fixed-income securities, including bonds and bank loans. Incorporates top-down and bottom-up analysis, investing in U.S. treasury securities and securities of foreign issuers, including those in emerging markets.
- Inception date
- July 8, 2015
- Fund family
- Principal Funds
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Data updated on 2026-09-18