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BCHP - AI Analysis
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Principal Focused Blue Chip ETF (BCHP)
Rating:75Outperform
Price Target:
$42.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, boosting the ETF’s overall returns.
Sector Diversification
The ETF spreads investments across multiple sectors, including Technology, Financials, and Consumer Cyclical, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date gains, indicating resilience despite short-term fluctuations.
Negative Factors
High Geographic Concentration
With nearly all assets invested in U.S. companies, the ETF lacks exposure to international markets, limiting diversification.
Expense Ratio Above Average
The ETF’s expense ratio is higher than many low-cost alternatives, which could eat into long-term returns.
Short-Term Underperformance
Recent one-month performance has been negative, signaling potential volatility or short-term challenges.
BCHP vs. SPDR S&P 500 ETF (SPY)
AUM175.02M
RegionGlobal
Expense Ratio0.58%
Beta0.99
IssuerPrincipal
Inception DateJul 13, 2023
Dividend Yield0.91%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume21,291
30 Day Avg. Volume25,323
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
44.94Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering26
BCHP Summary
The Principal Focused Blue Chip ETF (BCHP) is an investment fund that focuses on large, well-established companies with strong growth potential, often referred to as 'blue-chip' stocks. It includes industry leaders like Microsoft and Amazon, making it a great option for investors who want to invest in stable, high-performing businesses. With a focus on technology, financials, and consumer cyclical sectors, this ETF is designed for those seeking growth and diversification in their portfolio. However, new investors should be aware that the ETF’s performance is closely tied to the stock market, meaning its value can rise or fall depending on market conditions.
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
The Principal Focused Blue Chip ETF leans heavily into technology, with Microsoft and Nvidia leading the charge thanks to their steady growth in AI and cloud services. Nvidia’s surging performance, driven by its dominance in AI infrastructure, has been a standout, while Microsoft remains a reliable anchor. Amazon, however, is lagging, weighed down by mixed results in its AWS division. Meanwhile, Brookfield Corporation’s struggles with high leverage have dampened its impact. With a global mix and a tech-heavy tilt, this fund is riding innovation but faces some bumps from underperforming names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 15.21% | $26.62M | $4.03T | 25.20% | 83 Outperform | |
| Amazon | 14.30% | $25.03M | $2.46T | 19.49% | 77 Outperform | |
| Brookfield Corporation | 10.07% | $17.62M | $115.28B | 29.21% | 61 Neutral | |
| Transdigm Group | 6.33% | $11.09M | $74.16B | -1.02% | 67 Neutral | |
| Nvidia | 5.11% | $8.95M | $5.03T | 48.59% | 85 Outperform | |
| Cadence Design | 4.69% | $8.20M | $93.04B | 17.73% | 76 Outperform | |
| Mastercard | 4.53% | $7.93M | $501.35B | 7.96% | 80 Outperform | |
| Alphabet Class C | 4.49% | $7.86M | $3.32T | 56.22% | 83 Outperform | |
| Visa | 4.42% | $7.74M | $657.51B | 17.62% | 75 Outperform | |
| Broadcom | 4.24% | $7.41M | $1.82T | 118.51% | 76 Outperform |
BCHP Technical Analysis
Positive
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Price Trends
37.70
Positive
37.27
Positive
35.51
Positive
Market Momentum
0.17
Negative
60.68
Neutral
88.95
Negative
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 37.64, equal to the 50-day MA of 37.70, and equal to the 200-day MA of 35.51, indicating a bullish trend. The MACD of 0.17 indicates Negative momentum. The RSI at 60.68 is Neutral, neither overbought nor oversold. The STOCH value of 88.95 is Negative, 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
38.43
5.43
16.45%
TGRW
T. Rowe Price Growth Stock ETF
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FFLC
Fidelity Fundamental Large Cap Core ETF
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FHEQ
Fidelity Hedged Equity ETF
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FFLG
Fidelity Fundamental Large Cap Growth ETF
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PCGG
Polen Capital Global Growth ETF
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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.
Disclaimer
This 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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