Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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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 at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. Blue chip companies are firms that, in PGI"s view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. The fund is non-diversified. more
Time Frame | BCHP | S&P500 |
---|---|---|
1-Week Return | -1.35% | -0.58% |
1-Month Return | 4.1% | 1.89% |
3-Month Return | 8.6% | 3.24% |
6-Month Return | 12.59% | 10.09% |
1-Year Return | 19.41% | 22.09% |
3-Year Return | 41.23% | 35.68% |
Time Frame | BCHP | S&P500 |
---|---|---|
1-Week Return | -50.77% | -26.16% |
1-Month Return | 63.05% | 25.58% |
3-Month Return | 39.74% | 13.80% |
6-Month Return | 27.18% | 21.52% |
1-Year Return | 19.41% | 22.09% |
3-Year Return | 12.20% | 10.71% |
Stock name | Ticker | Weight |
---|---|---|
Amazon.com Inc | AMZN | 13.17% |
Alphabet Inc Class C | GOOG | 12.68% |
Microsoft Corporation | MSFT | 12.63% |
BROOKFIELD CORP. CL.A | K7X | 5.51% |
Mastercard Inc | MA | 5.19% |
Visa Inc. Class A | V | 4.78% |
Transdigm Group Incorporated | TDG | 4.56% |
Progressive Corp | PGR | 4.33% |
Netflix Inc | NFLX | 4.26% |
Danaher Corporation | DHR | 3.7% |
Sector | Weight |
---|---|
Information Technology | 23.23% |
Financials | 22.27% |
Consumer discretionary | 20.26% |
Communication services | 17.00% |
Health care | 8.32% |
All Others | 8.92% |