Principal Active Global Etf Profile
| GDVD Etf | USD 23.21 0.08 0.34% |
Performance2 of 100
| Odds Of DistressLess than 9
|
Principal Active is trading at 23.21 as of the 20th of April 2024, a -0.34 percent decrease since the beginning of the trading day. The etf's lowest day price was 23.18. Principal Active has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Principal Active Global are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of February 2024 and ending today, the 20th of April 2024. Click here to learn more.
The fund is an actively managed ETF that, under normal circumstances, invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in dividend-paying equity securities at the time of purchase. Northern is traded on NYSEARCA Exchange in the United States.. More on Principal Active Global
Moving together with Principal Etf
| 0.75 | OIH | VanEck Oil Services | PairCorr |
| 0.87 | ARKW | ARK Next Generation | PairCorr |
| 0.83 | WTMF | WisdomTree Managed | PairCorr |
| 0.93 | EWC | iShares MSCI Canada | PairCorr |
Moving against Principal Etf
| 0.58 | HUM | Humana Inc Earnings Call This Week | PairCorr |
Principal Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Principal Active's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Principal Active or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | High Dividend Yield ETFs, Strategy ETFs, World Large Stock, R3 ETFs (View all Sectors) |
| Issuer | R3 Global |
| Inception Date | 2022-03-31 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 23.57 Million |
| Average Trading Valume | 4,192 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | High Dividend Yield |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | R Cubed Global Capital LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Northern Lights Distributors, LLC |
| Portfolio Manager | Cliff Remily, Trip Brannen |
| Transfer Agent | Brown Brothers Harriman & Co. |
| Fiscal Year End | 28-Feb |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 52.0 |
| Market Maker | GTS |
| Total Expense | 0.88 |
| Management Fee | 0.88 |
| Country Name | USA |
| Name | Principal Active Global Dividend Income ETF |
| Currency Code | USD |
| Open Figi | BBG016GDTMK7 |
| In Threey Volatility | 18.51 |
| 1y Volatility | 26.75 |
| 200 Day M A | 22.7294 |
| 50 Day M A | 23.8741 |
| Code | GDVD |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.45 |
| Type | ETF |
Principal Active Global [GDVD] is traded in USA and was established 2022-03-30. The fund is listed under World Large Stock category and is part of R3 ETFs family. The entity is thematically classified as High Dividend Yield ETFs. Principal Active Global currently have 4.94 M in assets under management (AUM). , while the total return for the last 3 years was 8.7%.
Check Principal Active Probability Of Bankruptcy
Geographic Allocation (%)
Principal Active Global Currency Exposure
Principal Active Global holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Principal Active will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Principal Active Global.
Top Principal Active Global Etf Constituents
| MCHP | Microchip Technology | Stock | Information Technology |
| PFE | Pfizer Inc | Stock | Health Care |
| VZ | Verizon Communications | Stock | Communication Services |
| AAPL | Apple Inc | Stock | Information Technology |
| UNP | Union Pacific | Stock | Industrials |
| ROG | Rogers | Stock | Information Technology |
| PCAR | PACCAR Inc | Stock | Industrials |
Principal Active Top Holders
| PSGPX | Strategic Asset Management | Mutual Fund | Allocation--85%+ Equity |
| SAGPX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity |
| PCWPX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity |
| PCGGX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity |
| PCGPX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity |
| PCWSX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity |
| PCWIX | Strategic Asset Management | Mutual Fund | Allocation--70% to 85% Equity |
Principal Active Global Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Principal Active market risk premium is the additional return an investor will receive from holding Principal Active long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Principal Active. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Principal Active's alpha and beta are two of the key measurements used to evaluate Principal Active's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0182 | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.09) |
Principal Active Against Markets
Picking the right benchmark for Principal Active etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Principal Active etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Principal Active is critical whether you are bullish or bearish towards Principal Active Global at a given time. Please also check how Principal Active's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Principal Active without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Principal Etf?
Before investing in Principal Active, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Principal Active. To buy Principal Active etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Principal Active. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Principal Active etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Principal Active Global etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Principal Active Global etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Principal Active Global, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Principal Etf please use our How to Invest in Principal Active guide.
Already Invested in Principal Active Global?
The danger of trading Principal Active Global is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Principal Active is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Principal Active. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Principal Active Global is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Principal Active Global is a strong investment it is important to analyze Principal Active's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Principal Active's future performance. For an informed investment choice regarding Principal Etf, refer to the following important reports: Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Principal Active Global. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
The market value of Principal Active Global is measured differently than its book value, which is the value of Principal that is recorded on the company's balance sheet. Investors also form their own opinion of Principal Active's value that differs from its market value or its book value, called intrinsic value, which is Principal Active's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Principal Active's market value can be influenced by many factors that don't directly affect Principal Active's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Principal Active's value and its price as these two are different measures arrived at by different means. Investors typically determine if Principal Active is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Principal Active's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.