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Upturn AI SWOT - About
Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF (IG)
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Upturn Advisory Summary
10/24/2025: IG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.67% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 19.37 - 20.77 | Updated Date 06/29/2025 |
52 Weeks Range 19.37 - 20.77 | Updated Date 06/29/2025 |
Upturn AI SWOT
Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF
ETF Overview
Overview
The Principal Investment Grade Corporate Active ETF (IG) seeks to provide current income and, secondarily, capital appreciation by investing in investment-grade corporate bonds. The ETF utilizes an active management approach, selecting securities based on in-depth credit research and analysis.
Reputation and Reliability
Principal is a well-established financial services company with a long history of providing investment management solutions.
Management Expertise
The ETF is managed by experienced fixed income professionals with expertise in credit analysis and portfolio management.
Investment Objective
Goal
To provide current income and, secondarily, capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active investment strategy focused on investment-grade corporate bonds.
Composition The ETF primarily holds investment-grade corporate bonds across various sectors.
Market Position
Market Share: Data unavailable to fulfill this request.
Total Net Assets (AUM): 783976888.0
Competitors
Key Competitors
- LQD
- VCSH
- AGG
- SPLB
Competitive Landscape
The investment-grade corporate bond ETF market is highly competitive, dominated by large, passively managed ETFs like LQD and AGG. IG differentiates itself through its active management strategy, aiming to outperform the benchmark by identifying undervalued securities. The advantage of IG is the potential for alpha generation through active management, while a disadvantage is the higher expense ratio compared to passive competitors.
Financial Performance
Historical Performance: Historical performance data unavailable to fulfill this request.
Benchmark Comparison: Benchmark comparison data unavailable to fulfill this request.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF has a relatively moderate average trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, suggesting efficient trading.
Market Dynamics
Market Environment Factors
The performance of IG is influenced by interest rate movements, credit spreads, and overall economic conditions. A rising interest rate environment can negatively impact bond prices, while widening credit spreads can also lead to losses.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets by delivering competitive risk-adjusted returns. Changes to strategy and holdings are determined by the fund manager's investment outlook.
Moat and Competitive Advantages
Competitive Edge
IG's competitive advantage lies in its active management strategy, which allows the portfolio managers to adjust the portfolio based on market conditions and credit analysis. The fund's experienced management team and rigorous credit research process contribute to its potential for outperformance. The active approach provides flexibility to navigate changing market dynamics and potentially mitigate downside risk. This can lead to better risk-adjusted returns compared to passive index tracking funds.
Risk Analysis
Volatility
The ETF's volatility is typical for investment-grade corporate bonds, with fluctuations driven by interest rate sensitivity and credit market conditions.
Market Risk
The ETF is exposed to market risk, including interest rate risk, credit risk, and liquidity risk. Changes in interest rates can negatively impact bond prices, while credit downgrades or defaults can lead to losses.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking current income with a moderate risk tolerance and a preference for active management.
Market Risk
The ETF is suitable for long-term investors seeking a core fixed income allocation and those who believe in the potential for active management to add value.
Summary
Principal Investment Grade Corporate Active ETF (IG) offers investors exposure to a diversified portfolio of investment-grade corporate bonds through an actively managed strategy. It aims to provide current income and capital appreciation, potentially outperforming passive benchmarks. The fund's success depends on the manager's ability to effectively navigate credit markets and make informed investment decisions. While it carries a higher expense ratio than passive ETFs, the active management approach offers the potential for alpha generation. It is suitable for investors seeking active fixed income management and willing to pay for the expertise.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Principal Funds Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 corporate bonds and other fixed income securities at the time of purchase. Investment grade securities are rated BBB- or higher by S&P Global Ratings (S&P Global) or Baa3 or higher by Moody's Investors Service, Inc. (Moody's).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.