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.
Principal Focused Blue Chip ETF BCHP
Morningstar’s Analysis BCHP
Will BCHP outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 11.49 | 27M | Technology |
Amazon.com Inc | 10.56 | 25M | Consumer Cyclical |
Microsoft Corp | 10.48 | 25M | Technology |
Alphabet Inc Class C | 10.01 | 24M | Communication Services |
Brookfield Corp Registered Shs -A- Limited Vtg | 7.19 | 17M | Financial Services |
Broadcom Inc | 4.80 | 11M | Technology |
TransDigm Group Inc | 4.75 | 11M | Industrials |
Meta Platforms Inc Class A | 4.69 | 11M | Communication Services |
Mastercard Inc Class A | 4.69 | 11M | Financial Services |
Visa Inc Class A | 4.21 | 10M | Financial Services |