- What are the top holdings of RIZE?
- Principal Exchange-Traded Funds - Principal Inflation Protection ETF holds 26 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does RIZE have?
- RIZE holds 26 positions as reported by the fund's most recent disclosure.
- What sectors does RIZE invest in?
- Principal Exchange-Traded Funds - Principal Inflation Protection ETF (RIZE) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is RIZE most exposed to?
- RIZE's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is RIZE a US-only fund?
- The country allocation card on this page shows RIZE's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does RIZE invest in?
- RIZE is an actively managed ETF designed to generate current income, with a secondary goal of capital appreciation, during periods of rising US inflation. The fund primarily invests in US Treasury Inflation-Protected Securities (TIPS) of varying maturities. TIPS are designed to protect investors from inflation risk. The principal is adjusted monthly, and a fixed interest rate is applied to this adjusted principal. As inflation rises, both the principal value and interest payments increase, helping preserve its purchasing power. While the fund is not managed to a specific maturity, it targets an effective portfolio duration near zero to maintain its zero-to-five-year goal. To manage duration and pursue tactical positioning, the fund utilizes derivatives, which may result in frequent and active trading.
