BCHPPrincipal Focused Blue Chip ETF
Seeks long-term growth of capital.
By Principal Funds · Launched 2023
Annual Cost
0.58%
#3,041 of 5,854 · average
Fund Size
$218M
#2,291 of 5,854 · mid-size
Return (1Y)Goal
-0.4%
Track Record
3 years
#3,001 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$9,890-1.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 76.2% of fundconcentrated
Amazon.com Inc
15.0%
Microsoft Corp
13.5%
Brookfield Corp
10.2%
NVIDIA Corp
9.2%
Mastercard Inc
4.9%
Visa Inc
4.9%
Alphabet Inc
4.8%
TransDigm Group Inc
4.7%
Meta Platforms Inc
4.6%
Broadcom Inc
4.4%
Asset allocation
Stocks
100.0%
Cash
0.0%
By sector
Technology
31.8%
Financial Services
23.8%
Communication
16.8%
Consumer Cyclical
14.3%
Industrials
9.5%
Healthcare
3.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.4%Moderate
Year-on-year price swings
Max drawdown
-18.6%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.66Decent risk-adjusted returns
Sortino (3Y)
0.94Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term growth of capital.
- Strategy
- Invests primarily in equity securities of companies with large market capitalizations, focusing on blue chip firms in the financials and information technology sectors. The Fund aims for long-term capital growth through a concentrated portfolio of 20 to 30 holdings, including foreign companies.
- Inception date
- July 12, 2023
- Fund family
- Principal Funds
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Data updated on 2026-08-03