- What does BCHP invest in?
- 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.
- What is the expense ratio of BCHP?
- Principal Focused Blue Chip ETF (BCHP) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BCHP?
- Principal Focused Blue Chip ETF (BCHP) manages $228.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BCHP actively managed or an index fund?
- BCHP's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BCHP launched?
- Principal Focused Blue Chip ETF (BCHP) launched in July 2023 and is managed by Principal Funds.
- How has BCHP performed?
- BCHP's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
