(USMC) Principal U.S. Mega-Cap - Overview

ETF Category: Large Blend | Exchange: NASDAQ (USA) | Market Cap: 3.467m USD | Total Return: 24.9% in 12m

Large-Cap Stocks, Equity Securities, Mega-Cap Shares
Total Rating 49
Safety 42
Buy Signal 0.40
Large Blend
Category Rotation: -0.9
TER: 0.12%
AUM: 3.47B
Avg Turnover: 3.78M
Risk 3d forecast
Volatility9.88%
VaR 5th Pctl1.85%
VaR vs Median3.91%
Reward TTM
Sharpe Ratio1.59
Rel. Str. IBD58.7
Rel. Str. Peer Group30.1
Character TTM
Beta0.915
Beta Downside0.891
Hurst Exponent0.531
Drawdowns 3y
Max DD19.12%
CAGR/Max DD1.16
CAGR/Mean DD9.68

Warnings

No concerns identified

Tailwinds

Supp Ema8

Description: USMC Principal U.S. Mega-Cap

The Principal U.S. Mega-Cap ETF (USMC) focuses on equity securities within the highest tier of the domestic market. The fund mandates that at least 80% of its net assets be invested in companies positioned within the top 50th percentile of the S&P 500 Index by market capitalization.

This strategy targets the most liquid and established corporations in the United States, which often serve as global benchmarks for their respective industries. Mega-cap companies typically operate with mature business models and diverse revenue streams, providing a level of stability often absent in smaller-cap segments.

The fund is classified as non-diversified, meaning it may hold larger positions in a smaller number of issuers compared to diversified funds. Investors can further analyze these concentrated holdings and valuation metrics on ValueRay.

Headlines to Watch Out For
  • Concentrated exposure to top-decile S&P 500 firms heightens sensitivity to mega-cap earnings
  • Federal Reserve interest rate pivots dictate valuation multiples for long-duration growth holdings
  • Tech-heavy portfolio weighting links performance to artificial intelligence and cloud infrastructure spending
  • Global trade policy shifts impact multinational revenue streams of the largest domestic constituents
What is the price of USMC shares?

As of May 31, 2026, the stock is trading at USD 74.25 with a total of 60,189 shares traded.
Over the past week, the price has changed by +1.74%, over one month by +6.23%, over three months by +11.04% and over the past year by +24.89%.

Is USMC a buy, sell or hold?

Principal U.S. Mega-Cap has no consensus analysts rating.