Nasdaq - Delayed Quote USD

Principal Blue Chip J (PBCJX)

47.62 +0.14 (+0.29%)
At close: 8:00 PM EST
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DELL
  • Previous Close 47.48
  • YTD Return 16.20%
  • Expense Ratio 0.81%
  • Category Large Growth
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 11.09B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 14.70%
  • Last Dividend 0.02
  • Inception Date Sep 30, 2013

The fund normally 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 fund's investment advisor's opinion, display characteristics of a "blue chip" company. The advisor tends to focus on securities of companies that show potential for growth of capital as well as an expectation for above average earnings. The fund invests in securities of foreign companies.

Principal Funds

Fund Family

Large Growth

Fund Category

11.09B

Net Assets

2013-09-30

Inception Date

Performance Overview: PBCJX

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Trailing returns as of 11/20/2024. Category is Large Growth.

YTD Return

PBCJX
16.20%
Category
12.38%
 

1-Year Return

PBCJX
36.78%
Category
41.70%
 

3-Year Return

PBCJX
3.55%
Category
22.56%
 

5-Year Return

PBCJX
15.03%
Category
21.98%
 

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Holdings: PBCJX

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Top 10 Holdings (56.20% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 11.47%
AMZN
Amazon.com, Inc. 8.14%
BN.TO
Brookfield Corporation 5.36%
TDG
TransDigm Group Incorporated 5.25%
GOOG
Alphabet Inc. 5.24%
MA
Mastercard Incorporated 4.87%
V
Visa Inc. 4.25%
PGR
The Progressive Corporation 4.09%
NFLX
Netflix, Inc. 3.87%
DHR
Danaher Corporation 3.65%

Sector Weightings

SectorPBCJX
Technology   26.57%
Industrials   9.23%
Healthcare   8.88%
Real Estate   1.99%
Utilities   0.00%
Energy   0.00%

Recent News: PBCJX

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Research Reports: PBCJX

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