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BCHP - ETF AI Analysis
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Principal Focused Blue Chip ETF (BCHP)
Rating:73Outperform
Price Target:―
Positive Factors
Blue-Chip Focus
The ETF holds many large, well-known companies like Amazon, Microsoft, and Alphabet, which tend to have more stable businesses than smaller firms.
Growth-Oriented Sector Mix
Heavy exposure to technology and consumer-focused companies gives the fund strong potential to benefit when growth stocks are in favor.
Meaningful Size
With a solid level of assets under management, the fund is large enough to offer reasonable trading liquidity for most everyday investors.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year-to-date, signaling recent performance has been weak.
Top-Heavy Portfolio
A small group of holdings, including Amazon, Microsoft, and Brookfield, make up a large share of the fund, increasing the impact of any trouble in those stocks.
High Fee for a Stock ETF
The expense ratio is on the higher side for an equity ETF, which means more of the fund’s returns are eaten up by costs over time.
BCHP vs. SPDR S&P 500 ETF (SPY)
AUM193.55M
RegionGlobal
Expense Ratio0.58%
Beta0.96
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. Volume36,018
30 Day Avg. Volume34,600
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
46.78Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering21
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, consumer, and financial sectors. Well-known holdings include Amazon and Microsoft, along with other major tech and finance leaders. Someone might consider this ETF to seek long-term growth while still investing in companies that are already industry leaders. A key risk is that it is 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
This ETF is leaning heavily on Big Tech, with Microsoft and Amazon as core pillars—but both have been losing steam lately, acting more like brakes than engines. Nvidia and Broadcom are the bright spots in the chip corner, keeping the tech story alive with steady to rising momentum around AI. On the financial side, Brookfield looks relatively steady, while Visa and Mastercard have been lagging, softening the punch from that sector. Overall, it’s a global, growth-heavy portfolio, but very much driven by a handful of U.S. tech and financial giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Amazon | 14.57% | $28.27M | $2.28T | 9.02% | 71 Outperform | |
| Microsoft | 14.09% | $27.33M | $3.01T | 5.64% | 79 Outperform | |
| Brookfield Corporation | 9.74% | $18.90M | $99.35B | 24.37% | 65 Neutral | |
| Nvidia | 9.15% | $17.75M | $4.52T | 59.64% | 76 Outperform | |
| Mastercard | 4.99% | $9.68M | $449.47B | -3.93% | 75 Outperform | |
| Meta Platforms | 4.91% | $9.52M | $1.66T | 5.70% | 76 Outperform | |
| Visa | 4.87% | $9.46M | $588.88B | -7.17% | 70 Outperform | |
| Alphabet Class C | 4.83% | $9.37M | $3.73T | 82.50% | 82 Outperform | |
| Transdigm Group | 4.78% | $9.28M | $71.06B | -3.91% | 69 Neutral | |
| Broadcom | 4.37% | $8.49M | $1.62T | 75.86% | 76 Outperform |
BCHP Technical Analysis
Negative
―
Price Trends
36.13
Negative
36.84
Negative
36.92
Negative
Market Momentum
-0.40
Negative
39.96
Neutral
55.35
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BCHP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 34.67, equal to the 50-day MA of 36.13, and equal to the 200-day MA of 36.92, indicating a bearish trend. The MACD of -0.40 indicates Negative momentum. The RSI at 39.96 is Neutral, neither overbought nor oversold. The STOCH value of 55.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BCHP.
BCHP Peer Comparison
Comparison Results
Performance Comparison
BCHP
Principal Focused Blue Chip ETF
34.33
2.57
8.09%
FFLC
Fidelity Fundamental Large Cap Core ETF
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FHEQ
Fidelity Hedged Equity ETF
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AQEC
AQE Core 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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