BCHP - ETF AI Analysis
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Principal Focused Blue Chip ETF (BCHP)
Rating:74Outperform
Price Target:―
Positive Factors
Leading Tech and Growth Names
The fund’s largest positions include well-known technology and growth companies that have delivered strong recent gains, helping support overall performance.
Sector Diversification Across Key Industries
Holdings spread across technology, financials, communication services, consumer cyclical, industrials, and health care reduce the impact if any one sector struggles.
Healthy Asset Base
The fund manages a sizable pool of assets, which can support trading liquidity and help keep the ETF operating efficiently for investors.
Negative Factors
High Concentration in Top Holdings
A small group of large positions makes up a significant share of the portfolio, increasing the impact if any of these companies run into trouble.
Mixed Performance Among Major Positions
Several of the biggest holdings have shown weak or lagging results this year, which has weighed on the ETF’s overall returns.
Heavy U.S. and Tech Exposure
With almost all assets in U.S. stocks and a large tilt toward technology, the fund is sensitive to downturns in the U.S. market and the tech sector.
BCHP vs. SPDR S&P 500 ETF (SPY)
AUM230.22M
RegionGlobal
Expense Ratio0.58%
Beta1.05
IssuerPrincipal
Inception DateJul 13, 2023
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume47,795
30 Day Avg. Volume31,609
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
47.67Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering23
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BCHP Summary
The Principal Focused Blue Chip ETF (BCHP) invests in large, well‑known U.S. companies with a focus on growth. It doesn’t track a specific index, but instead holds a handpicked mix of blue-chip stocks, especially in technology and financials. Big names like Amazon and Microsoft are among its top holdings. Someone might invest in BCHP to seek long-term growth from leading companies while still staying in the large-cap “household name” space. A key risk is that it’s heavily tilted toward growth and tech-related stocks, so its price can rise and fall sharply with market swings.
How much will it cost me?The Principal Focused Blue Chip ETF (BCHP) has an expense ratio of 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on selecting top-performing large-cap growth stocks rather than tracking an index.
What would affect this ETF?The Principal Focused Blue Chip ETF (BCHP) could benefit from continued innovation and growth in the technology sector, which makes up a significant portion of its holdings, as well as strong consumer spending trends that support its exposure to consumer cyclical stocks. However, rising interest rates or regulatory changes could negatively impact financial and technology companies, and global economic uncertainty might affect the performance of its multinational holdings. Diversification across sectors and geographic regions provides some resilience, but sector-specific risks remain important to monitor.
BCHP Top 10 Holdings
BCHP is leaning heavily on Big Tech, with Nvidia and Broadcom acting as the fund’s main engines thanks to their rising momentum in AI chips and infrastructure. Visa and Mastercard add a steady payments backbone, recently helping to smooth out volatility. On the other side, Microsoft and Meta have been losing steam, with mixed signals despite strong long-term stories in cloud and social media. Amazon and Alphabet are more mixed, occasionally tugging performance lower. Overall, it’s a globally focused, tech-and-finance-heavy portfolio with a few big names steering the ship.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 10.59% | $24.14M | $2.44T | 0.59% | 71 Outperform | |
| Nvidia | 10.47% | $23.88M | $4.60T | 9.65% | 76 Outperform | |
| Alphabet Class C | 9.35% | $21.32M | $4.11T | 73.02% | 82 Outperform | |
| Microsoft | 9.28% | $21.16M | $2.90T | -15.44% | 79 Outperform | |
| Brookfield Corporation | 8.66% | $19.76M | $93.37B | -5.97% | ― | |
| Mastercard | 4.98% | $11.36M | $497.74B | 1.92% | 75 Outperform | |
| Transdigm Group | 4.98% | $11.36M | $70.73B | -22.29% | 69 Neutral | |
| Broadcom | 4.98% | $11.35M | $1.76T | 32.05% | 76 Outperform | |
| Visa | 4.93% | $11.23M | $639.67B | 6.02% | 70 Outperform | |
| Meta Platforms | 4.51% | $10.29M | $1.49T | -30.31% | 76 Outperform |
BCHP Technical Analysis
Positive
―
Price Trends
36.80
Positive
36.09
Positive
36.49
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BCHP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.73, equal to the 50-day MA of 36.80, and equal to the 200-day MA of 36.49, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BCHP.
BCHP Peer Comparison
Comparison Results
Performance Comparison
BCHP
Principal Focused Blue Chip ETF
37.84
0.17
0.45%
TGRW
T. Rowe Price Growth Stock ETF
―
―
―
FHEQ
Fidelity Hedged Equity ETF
―
―
―
AQEC
AQE Core ETF
―
―
―
FFLG
Fidelity Fundamental Large Cap Growth ETF
―
―
―
BBHL
BBH Select Large Cap ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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