USI

Principal Funds$24.18 ()
AUM $7.3MER 0.18%NAV $24.19Holdings 1

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$24.18$24.18

Avg Volume

10

Dividend Yield

Expense Ratio

0.18%

AUM

$7.3M

Shares Outstanding

300.5K

ETF Grades

?

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Inception Date
Apr 24, 2019
Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in investment-grade bonds and other fixed income securities. The fund invests in fixed- and floating-rate securities. Under normal circumstances, the fund maintains an average effective maturity of three years or less and an average portfolio duration of one year or less.

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SymbolNameAUM
BNDVanguard Total Bond Market ETF$387.40B
AGGiShares Core U.S. Aggregate Bond ETF$136.09B
BNDXVanguard Total International Bond ETF$116.90B
SGOViShares 0-3 Month Treasury Bond ETF$84.70B
BSVVanguard Short-Term Bond ETF$69.80B

The Principal Ultra-Short Active Income ETF (USI) is an exchange-traded fund issued by Principal Funds that launched on Apr 24, 2019. It currently manages $7.3M in assets under management. The fund charges an expense ratio of 0.18%. The fund holds 1 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1US DOLLAR100.00%7,249,301$7.2M

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
+0.00%
3Y
+0.00%
5Y
-2.54%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$24.18

Current Price

$24.18

52-Week Low

$24.18

$24.18$24.18

Current Yield

Annual Dividend

$0.3094

Frequency

12x/year

Last Ex-Date

Feb 1, 2023

Dividend History

Ex-DateAmountPay Date
Feb 1, 2023$0.0833Feb 6, 2023
Dec 28, 2022$0.0861Jan 3, 2023
Dec 1, 2022$0.0767Dec 6, 2022
Nov 1, 2022$0.0633Nov 4, 2022
Oct 3, 2022$0.0543Oct 6, 2022
Sep 1, 2022$0.0500Sep 7, 2022
Aug 1, 2022$0.0374Aug 4, 2022
Jul 1, 2022$0.0337Jul 7, 2022
Jun 1, 2022$0.0260Jun 6, 2022
May 2, 2022$0.0307May 5, 2022
Apr 1, 2022$0.0229Apr 6, 2022
Mar 1, 2022$0.0203Mar 4, 2022
Feb 1, 2022$0.0217Feb 4, 2022
Dec 29, 2021$0.0229Jan 3, 2022
Dec 1, 2021$0.0214Dec 6, 2021
Nov 1, 2021$0.0217Nov 4, 2021
Oct 1, 2021$0.0206Oct 6, 2021
Sep 1, 2021$0.0223Sep 7, 2021
Aug 2, 2021$0.0243Aug 5, 2021
Jul 1, 2021$0.0271Jul 7, 2021

Dividend Payments Over Time

Category Comparison

MetricUSICash & Others(1004 ETFs)Active(633 ETFs)
Fund Info
Expense Ratio0.18%0.62%0.80%
AUM$7.3M$2.70B$325.7M
Dividend Yield9.44%6.78%
Avg Volume101.2M144.4K
Holdings137983
Performance
1-Month Return+1.49%+3.51%
6-Month Return-2.27%-0.34%
YTD Return+0.42%+2.47%
1-Year Return+5.38%+13.40%

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