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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 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.

Principal Focused Blue Chip ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BCHP

More BCHP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 71.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

13.34 5.6 Mil
Technology

Alphabet Inc Class C

12.53 5.2 Mil
Communication Services

Amazon.com Inc

12.29 5.1 Mil
Consumer Cyclical

Mastercard Inc Class A

6.62 2.8 Mil
Financial Services

TransDigm Group Inc

4.98 2.1 Mil
Industrials

Progressive Corp

4.80 2.0 Mil
Financial Services

Brookfield Corp Registered Shs -A- Limited Vtg

4.70 2.0 Mil
Financial Services

Danaher Corp

4.46 1.9 Mil
Healthcare

Visa Inc Class A

4.27 1.8 Mil
Financial Services

Intuit Inc

3.40 1.4 Mil
Technology