BCHP - ETF AI Analysis
Top Page
Principal Focused Blue Chip ETF (BCHP)
Rating:73Outperform
Price Target:―
Positive Factors
Leading Blue-Chip Technology and Growth Names
The fund’s largest positions include well-known technology and growth companies that have generally shown strong or steady performance, which can help support long-term returns.
Sector Diversification Across Key Industries
Holdings are spread across technology, financials, consumer cyclical, communication services, industrials, and health care, which helps reduce the impact if any single sector struggles.
Recent Short-Term Performance Rebound
Despite a weak year-to-date result, the ETF has shown a strong recent one-month gain, suggesting some positive short-term momentum.
Negative Factors
High Concentration in a Few Large Holdings
A small number of stocks make up a significant portion of the portfolio, which increases the risk if any of these companies run into trouble.
Mixed Performance Among Top Stocks
Several major holdings have recently shown weak or negative performance, which has weighed on the fund’s overall year-to-date results.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the investment return is used to cover fees instead of going to investors.
BCHP vs. SPDR S&P 500 ETF (SPY)
AUM222.70M
RegionGlobal
Expense Ratio0.58%
Beta1.03
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. Volume34,069
30 Day Avg. Volume36,551
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
45.41Price 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-established U.S. companies with strong growth potential, rather than tracking a specific index. It focuses on big “blue chip” names, especially in technology and financials, and holds well-known companies like Amazon and Microsoft, along with other major tech and payment firms. Someone might consider this ETF if they want long-term growth from leading companies while still staying in the large-cap space instead of smaller, riskier stocks. A key risk is that it is heavily tilted toward technology and growth stocks, so its price can swing up and down more than the overall market.
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 U.S. tech and growth giants, with Amazon, Nvidia, and Broadcom doing much of the heavy lifting lately as enthusiasm around AI and cloud keeps them rising. Microsoft and Meta are still core pillars, but their more mixed recent moves mean they’re no longer sprinting ahead. On the financial side, Brookfield is holding its own, while payment leaders Visa and Mastercard have been lagging and quietly tugging on returns. Overall, this is a globally focused fund in name, but its story is really about big U.S. tech and growth champions.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 15.59% | $34.41M | $2.84T | 39.12% | 71 Outperform | |
| Microsoft | 13.62% | $30.07M | $3.15T | 8.60% | 79 Outperform | |
| Brookfield Corporation | 10.06% | $22.20M | $102.03B | 26.06% | 65 Neutral | |
| Nvidia | 9.73% | $21.46M | $5.06T | 99.22% | 76 Outperform | |
| Broadcom | 5.33% | $11.75M | $2.00T | 117.28% | 76 Outperform | |
| Alphabet Class C | 5.04% | $11.11M | $4.15T | 114.58% | 82 Outperform | |
| Meta Platforms | 4.77% | $10.54M | $1.71T | 23.44% | 76 Outperform | |
| Visa | 4.70% | $10.38M | $589.76B | -8.25% | 70 Outperform | |
| Mastercard | 4.67% | $10.31M | $449.63B | -5.25% | 75 Outperform | |
| Cadence Design | 4.50% | $9.93M | $91.91B | 17.78% | 78 Outperform |
BCHP Technical Analysis
Positive
―
Price Trends
34.57
Positive
35.82
Positive
36.71
Positive
Market Momentum
0.90
Negative
64.34
Neutral
72.38
Neutral
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 35.54, equal to the 50-day MA of 34.57, and equal to the 200-day MA of 36.71, indicating a bullish trend. The MACD of 0.90 indicates Negative momentum. The RSI at 64.34 is Neutral, neither overbought nor oversold. The STOCH value of 72.38 is Neutral, 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
37.01
4.02
12.19%
FHEQ
Fidelity Hedged Equity ETF
―
―
―
FFLG
Fidelity Fundamental Large Cap Growth ETF
―
―
―
AQEC
AQE Core ETF
―
―
―
BBHL
BBH Select Large Cap ETF
―
―
―
FYEE
Fidelity Yield Enhanced Equity 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: ―
Table of Contents