Principal Wilshire ETF FI 0-100 (S:0P0001LW42)
10.51
+0.04
(+0.40%)
USD |
Jan 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of February 22, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 9 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Core US Aggregate Bond ETF | 24.00% | 100.90 | 0.02% |
| iShares Core 1-5 Year USD Bond ETF | 24.00% | 48.92 | 0.04% |
| iShares 0-5 Year TIPS Bond ETF | 24.00% | 102.96 | -0.01% |
| Principal Investment Grade Corporate Active ETF | 19.50% | 21.11 | 0.13% |
| iShares Core International Aggregate Bond ETF | 2.00% | 50.66 | 0.12% |
| iShares JP Morgan EM Local Currency Bond ETF | 2.00% | 42.74 | 0.26% |
| Principal Money Market Fund A | 2.00% | 1.00 | 0.00% |
|
Amundi USD HY Corp Bd ESG ETF Dis
|
1.50% | -- | -- |
| Principal Spectrum Preferred Securities Active ETF | 1.00% | 19.26 | 0.08% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |