ETF overview
Principal Exchange-Traded Funds - Principal Focused Blue Chip ETF is an exchange traded fund launched by Principal Financial Services, Inc. The fund is managed by Principal Global Investors, LLC. It invests in public equity markets of global ex-US region. The fund invests directly and through other funds in stocks of companies operating across financials and information technology sectors. The fund invests in growth stocks of large-cap companies, within the market capitalization range of the Russell 1000 Growth Index. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Russell 1000 Index and the Russell 1000 Growth Index. Principal Exchange-Traded Funds - Principal Focused Blue Chip ETF was formed on July 12, 2023 and is domiciled in the United States.
Fund facts
- Expense ratio
- 0.58%
- Fund assets
- 229.9M USD (all share classes)
- Issuer
- Principal Funds
- Inception date
- Jul 12, 2023
- Number of holdings
- 24
Breakdown
Holdings (24)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP COMMON STOCK USD.001 | NVDA | 10.97% |
| MICROSOFT CORP COMMON STOCK USD.00000625 | MSFT | 10.65% |
| AMAZON.COM INC COMMON STOCK USD.01 | AMZN | 10.32% |
| ALPHABET INC CL C COMMON STOCK USD.001 | GOOG | 10.00% |
| BROOKFIELD CORP COMMON STOCK | BN | 7.19% |
| MASTERCARD INC A COMMON STOCK USD.0001 | MA | 4.94% |
| TRANSDIGM GROUP INC COMMON STOCK USD.01 | TDG | 4.92% |
| META PLATFORMS INC CLASS A COMMON STOCK USD.000006 | META | 4.85% |
| BROADCOM INC COMMON STOCK | AVGO | 4.61% |
| VISA INC CLASS A SHARES COMMON STOCK USD.0001 | V | 4.40% |
| and 11 more | ||
Similar ETFs
- Qualivian Focus Fund ETFQFF · Overlap 55% · Expense ratio 0.50%
- WisdomTree U.S. Quality Growth FundQGRW · Overlap 52% · Expense ratio 0.28%
- Touchstone Large Company Growth ETFTLG · Overlap 52% · Expense ratio 0.82%
- NYLI Winslow Large Cap Growth ETFIWLG · Overlap 51% · Expense ratio 0.75%
- PGIM Jennison Focused Growth ETFPJFG · Overlap 51% · Expense ratio 0.75%
- Harbor Long-Term Growers ETF (WINN)WINN · Overlap 51% · Expense ratio 0.57%
- Capital Group U.S. Large Growth ETFCGGG · Overlap 51% · Expense ratio 0.39%
- Praxis Impact Large Cap Growth ETFPRXG · Overlap 50% · Expense ratio 0.36%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.58%
- Fund assets
- 229.9M USD (all share classes)
- Issuer
- Principal Funds
- Inception date
- Jul 12, 2023
- Number of holdings
- 24
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA CORP COMMON STOCK USD.001 | NVDA | 10.97% |
| MICROSOFT CORP COMMON STOCK USD.00000625 | MSFT | 10.65% |
| AMAZON.COM INC COMMON STOCK USD.01 | AMZN | 10.32% |
| ALPHABET INC CL C COMMON STOCK USD.001 | GOOG | 10.00% |
| BROOKFIELD CORP COMMON STOCK | BN | 7.19% |
| MASTERCARD INC A COMMON STOCK USD.0001 | MA | 4.94% |
| TRANSDIGM GROUP INC COMMON STOCK USD.01 | TDG | 4.92% |
| META PLATFORMS INC CLASS A COMMON STOCK USD.000006 | META | 4.85% |
| BROADCOM INC COMMON STOCK | AVGO | 4.61% |
| VISA INC CLASS A SHARES COMMON STOCK USD.0001 | V | 4.40% |
| and 11 more | ||
Principal Exchange-Traded Funds - Principal Focused Blue Chip ETF is an exchange traded fund launched by Principal Financial Services, Inc. The fund is managed by Principal Global Investors, LLC. It invests in public equity markets of global ex-US region. The fund invests directly and through other funds in stocks of companies operating across financials and information technology sectors. The fund invests in growth stocks of large-cap companies, within the market capitalization range of the Russell 1000 Growth Index. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Russell 1000 Index and the Russell 1000 Growth Index. Principal Exchange-Traded Funds - Principal Focused Blue Chip ETF was formed on July 12, 2023 and is domiciled in the United States.
- Qualivian Focus Fund ETFQFF · Overlap 55% · Expense ratio 0.50%
- WisdomTree U.S. Quality Growth FundQGRW · Overlap 52% · Expense ratio 0.28%
- Touchstone Large Company Growth ETFTLG · Overlap 52% · Expense ratio 0.82%
- NYLI Winslow Large Cap Growth ETFIWLG · Overlap 51% · Expense ratio 0.75%
- PGIM Jennison Focused Growth ETFPJFG · Overlap 51% · Expense ratio 0.75%
- Harbor Long-Term Growers ETF (WINN)WINN · Overlap 51% · Expense ratio 0.57%
- Capital Group U.S. Large Growth ETFCGGG · Overlap 51% · Expense ratio 0.39%
- Praxis Impact Large Cap Growth ETFPRXG · Overlap 50% · Expense ratio 0.36%
Overlap is the share of assets the two funds hold in common.
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