Principal Wilshire ETF FI 0-100 (S:0P0001LW42)
10.61
+0.11
(+1.04%)
USD |
Feb 28 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 March 23, 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% | 99.02 | 0.36% |
| iShares Core 1-5 Year USD Bond ETF | 24.00% | 48.35 | 0.08% |
| iShares 0-5 Year TIPS Bond ETF | 24.00% | 103.22 | -0.12% |
| Principal Investment Grade Corporate Active ETF | 19.50% | 20.46 | -1.06% |
| iShares Core International Aggregate Bond ETF | 2.00% | 49.96 | 0.43% |
| iShares JP Morgan EM Local Currency Bond ETF | 2.00% | 40.94 | 0.76% |
| 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% | 18.81 | -0.74% |
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 | -- |