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Nasdaq - Delayed Quote USD

Principal Blue Chip Fund (PGBFX)

47.16
+0.22
+(0.47%)
At close: November 22 at 8:00:56 PM EST
Loading Chart for PGBFX
  • Previous Close 46.94
  • YTD Return 15.99%
  • Expense Ratio 0.95%
  • Category Large Growth
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 11.8B
  • Beta (5Y Monthly) 1.15
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 14.70%
  • Last Dividend 0.05
  • 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

11.8B

Net Assets

2013-09-30

Inception Date

Performance Overview: PGBFX

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Trailing returns as of 11/21/2024. Category is Large Growth.

YTD Return

PGBFX
15.99%
Category
12.38%
 

1-Year Return

PGBFX
36.49%
Category
41.70%
 

3-Year Return

PGBFX
3.37%
Category
22.56%
 

5-Year Return

PGBFX
14.84%
Category
21.98%
 

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Holdings: PGBFX

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Sector Weightings

SectorPGBFX
Technology   26.26%
Industrials   8.54%
Healthcare   7.71%
Real Estate   1.96%
Utilities   0.00%
Energy   0.00%

Recent News: PGBFX

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Research Reports: PGBFX

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