BCHPPrincipal Focused Blue Chip ETF

Grow my money3y track recordRanked #1,337 of 3,055 in this goal

Seeks long-term growth of capital.

By Principal Funds · Launched 2023

Annual Cost

0.58%

#3,147 of 6,040 · average

Fund Size

$241M

#2,297 of 6,040 · mid-size

Return (1Y)

-2.6%

Track Record

3 years

#3,014 of 6,040 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$9,779-2.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

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%

By sector

Technology

34.2%

Financial Services

23.3%

Communication

17.6%

Consumer Cyclical

15.2%

Industrials

8.6%

Healthcare

1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

17.4%Moderate

Year-on-year price swings

Max drawdown

-18.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.58Decent risk-adjusted returns

Sortino (3Y)

0.83Moderate 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