Morningstar

Principal Focused Blue Chip ETF BCHP

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis BCHP

Will BCHP outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCHP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCHP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCHP’s parent organization’s priorities and whether they’re in line with investors’ interests.

Likely to hold its own over time.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Principal Focused Blue Chip—available as an exchange-traded fund or in separate accounts—is the highest-conviction offering of Principal’s Aligned investors team. Even acknowledging its risks and the challenges of competing in the large-growth Morningstar Category, the strategy deserves a close look.

by Tony Thomas
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Portfolio Holdings BCHP

More BCHP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.77 27M
Technology

Microsoft Corp

10.45 24M
Technology

Amazon.com Inc

10.33 24M
Consumer Cyclical

Alphabet Inc Class C

9.95 23M
Communication Services

Brookfield Corp Registered Shs -A- Limited Vtg

7.28 17M
Financial Services

Meta Platforms Inc Class A

4.91 11M
Communication Services

Broadcom Inc

4.81 11M
Technology

TransDigm Group Inc

4.79 11M
Industrials

Mastercard Inc Class A

4.52 10M
Financial Services

Visa Inc Class A

4.05 9M
Financial Services

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