BCHPPrincipal Focused Blue Chip ETF

Grow my money2y track recordRanked #1,350 of 2,960 in this goal

Seeks long-term growth of capital.

By Principal Funds · Launched 2023

Annual Cost

0.58%

#2,930 of 5,562 · average

Fund Size

$230M

#2,206 of 5,562 · mid-size

Return (1Y)Goal

+3.5%

Track Record

2 years

#3,077 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,429+4.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Index tracked

S&P 500 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 74.6% of fundconcentrated

Microsoft Corp

14.9%

Amazon.com Inc

14.8%

Brookfield Corp

10.1%

NVIDIA Corp

7.4%

TransDigm Group Inc

4.9%

Alphabet Inc

4.8%

Mastercard Inc

4.7%

Visa Inc

4.6%

Cadence Design Systems Inc

4.4%

Broadcom Inc

4.0%

Asset allocation

Stocks

100.0%

Cash

0.0%

By sector

Technology

34.4%

Financial Services

23.4%

Consumer Cyclical

16.7%

Communication

13.2%

Industrials

8.9%

Healthcare

3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.5%Moderate

Year-on-year price swings

Max drawdown

-18.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in large-cap equity securities of blue chip companies, focusing on those with potential for capital growth and above-average earnings. Uses a bottom-up fundamental process for selection, considering competitive position, management, and free cash flow.
Inception date: July 12, 2023
Fund family: Principal Funds