Logo

Principal Spectrum Preferred Securities Active ETF (PREF)

๐Ÿ” Compare with another ETF

ISINUS74255Y8883
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2017
AUM$1.20 billion
ProviderPrincipal
ExchangeToronto Exchange (Canada)
CurrencyCAD
CountryCanada
TypeETF

Principal Spectrum Preferred Securities Active ETF Price Chart

Live Price (Delayed)
Loading... USD
Description

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in preferred securities at the time of purchase. Examples of preferred securities include preferred stock, certain depositary receipts, and various types of junior subordinated debt (such debt generally includes the contractual ability to defer payment of interest without accelerating an immediate default event). It concentrates its investments (invests more than 25% of its net assets) in securities in one or more industries within the financial services sector.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ AXP 3.55
3.44%
๐Ÿ“ˆ BAC 4.375
1.56%
๐Ÿ“ˆ COF 3.95
1.68%
๐Ÿ“ˆ CFG 5.65
1.58%
๐Ÿ“ˆ HBAN 5.625
1.70%
๐Ÿ“ˆ MTB 3.5
1.65%
๐Ÿ“ˆ PNC 6.25
2.37%
๐Ÿ“ˆ SCHW 4
2.20%
๐Ÿ“ˆ USB 3.7
1.76%
๐Ÿ“ˆ Wells Fargo & Co 3.9%
2.91%

Sector Allocation

โšก Energy
0.00%
๐Ÿ”Œ Utilities
0.00%
๐Ÿ’Š Healthcare
0.00%
๐Ÿ’ป Technology
0.00%
๐Ÿ—๏ธ Industrials
0.00%
๐Ÿ˜๏ธ Real Estate
0.00%
๐Ÿ“Š Basic Materials
0.00%
๐Ÿ“Š Consumer Cyclicals
0.00%
๐Ÿ“Š Consumer Defensive
0.00%
๐Ÿ“Š Financial Services
0.00%
๐Ÿ“ก Communication Services
0.00%

Currency Exposure

๐Ÿ’ฐ Bond
41.95%
๐Ÿ’ฐ Cash
0.32%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
0.00%
๐Ÿ’ฐ Stock non-US
0.00%
๐Ÿ’ฐ NotClassified
57.74%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month1.92%
3 Months0.76%
6 Months2.16%
1 Year3.12%
3 Years9.04%
5 Years22.11%
Since Inception34.03%

๐Ÿ“Š Wealth Projection Calculator

Click "Calculate Projection" to see your potential returns.
๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

Compare brokers โ†’
๐ŸŒ
Listings & FAQ

Exchange: Toronto Exchange (Canada)

Currency: CAD


Is this ETF accumulating?
Yes, it reinvests dividends.

Wealthium AI
Hello! I am your AI investment assistant. Please log in to ask me about ETFs, portfolio optimization, or investment strategies.