Nasdaq - Delayed Quote USD
Principal Blue Chip Fund (PGBGX)
38.99
-0.53
(-1.34%)
At close: 8:01:58 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.59% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PGBGX | Category Average | PGBGX | Category Average | PGBGX | Category Average | |
| Alpha | -0.6 | 0.03 | -3.49 | 0.04 | 1.2 | 0.01 |
| BETA | 1.15 | 0.01 | 1.16 | 0.01 | 1.07 | 0.01 |
| Mean Annual Return | 0.87 | 0.02 | 1.47 | 0.02 | 1.25 | 0.01 |
| R-squared | 94.22 | 0.89 | 92.86 | 0.87 | 90.28 | 0.87 |
| Standard Deviation | 20.5 | 0.2 | 20.47 | 0.16 | 17.38 | 0.15 |
| Sharpe Ratio | 0.29 | 0.01 | 0.73 | 0.01 | 0.75 | 0.01 |
| Treynor Ratio | 3.55 | 0.21 | 12.03 | 0.21 | 11.58 | 0.15 |
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