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Nasdaq - Delayed Quote USD

Principal Blue Chip Fund (PGBGX)

38.99
-0.53
(-1.34%)
At close: 8:01:58 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -12.70%
5y Average Return 15.66%
Number of Years Up 7
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2025) 39.59%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 39.59%
Worst 3Y Total Return 5.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGBGX
Category
YTD
-4.42%
12.38%
1-Month
-5.41%
5.09%
3-Month
-4.42%
10.28%
1-Year
5.44%
41.70%
3-Year
8.69%
22.56%
5-Year
16.79%
21.98%
10-Year
14.40%
15.99%
Last Bull Market
18.40%
25.99%
Last Bear Market
-20.31%
-17.29%

Annual Total Return (%) History

Year
PGBGX
Category
2025
--
--
2024
21.33%
--
2023
39.59%
--
2022
-30.85%
--
2021
24.95%
--
2020
34.55%
35.86%
2019
38.53%
31.90%
2018
2.83%
-2.09%

2017
28.54%
27.67%
2016
--
3.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.42% -- -- --
2024 9.98% 2.57% 4.33% 3.09%
2023 8.79% 11.98% -2.62% 17.67%
2022 -12.82% -20.31% -5.89% 5.77%
2021 1.79% 14.71% 1.19% 5.75%
2020 -13.40% 27.65% 10.80% 9.85%
2019 17.60% 7.06% 0.83% 9.12%
2018 3.32% 5.82% 7.63% -12.61%
2017 8.00% 5.21% 5.94% 6.78%
2016 1.66% 7.33% -0.64% --

Rank in Category (By Total Return)

YTD 10
1-Month 7
3-Month 10
1-Year 43
3-Year 41
5-Year 55

Load Adjusted Returns

1-Year 5.44%
3-Year 8.69%
5-Year 16.79%
10-Year 14.40%

Performance & Risk

YTD Return -12.70%
5y Average Return 15.66%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Principal Funds
Net Assets 10.51B
YTD Return -4.42%
Yield 0.00%
Morningstar Rating
Inception Date Sep 30, 2013

Fund Summary

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 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 also invests in securities of foreign companies.

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