BCHP – Principal Focused Blue Chip ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations that, in the opinion of Principal Global Investors, LLC (“PGI”), the fund’s investment advisor, display characteristics of a “blue chip” company. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BCHP	Principal Focused Blue Chip ETF	ETF	Open			Jul 12, 2023	$230.16M	0.580%	—	—	$65.68M

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