Principal Focused Blue Chip ETF
Shareclass
Principal Focused Blue Chip ETF (BCHP)
Type
Exchange-traded fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,090 out of 2,554 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Principal Focused Blue Chip ETF BCHP
Environment
Social
Search more funds
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mastercard Inc Class A5.1% of assets$5.9M invested
- 2. Hilton Worldwide Holdings Inc3.31% of assets$3.83M invested
- 3. Microsoft Corp13% of assets$14.6M invested
- 4. Airbnb Inc Ordinary Shares - Class A2.34% of assets$2.7M invested
- 5. Zoetis Inc Class A2.48% of assets$2.87M invested
- 6. Visa Inc Class A5.05% of assets$5.84M invested
- 7. Thermo Fisher Scientific Inc2.22% of assets$2.57M invested
- 8. Alphabet Inc Class C11% of assets$13.25M invested
- 9. Progressive Corp5.05% of assets$5.85M invested
- 10. Amazon.com Inc13% of assets$14.61M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Brookfield Corp Registered Shs -A- Limited Vtg6.96% of assets$8.06M invested
- 2. O'Reilly Automotive Inc2.72% of assets$3.15M invested
- 3. Broadcom Inc2.3% of assets$2.66M invested
- 4. Charles Schwab Corp2.81% of assets$3.25M invested
- 5. TransDigm Group Inc5.04% of assets$5.84M invested
- 6. Copart Inc2.16% of assets$2.5M invested
- 7. Roper Technologies Inc2.54% of assets$2.94M invested
- 8. Cadence Design Systems Inc2.83% of assets$3.28M invested
- 9. CoStar Group Inc2.44% of assets$2.82M invested
- 10. Amphenol Corp Class A<0.01% of assets$1,532 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on BCHP at Morningstar.com
Find more financial data on BCHP at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer