Nasdaq - Delayed Quote USD

Principal Blue Chip Fund (PBLAX)

41.13 +0.60 (+1.48%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.70%
5y Average Return 14.15%
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return (Apr 26, 2024) 39.43%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 39.43%
Worst 3Y Total Return 5.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PBLAX
Category
YTD
9.92%
12.38%
1-Month
1.99%
5.09%
3-Month
9.92%
10.28%
1-Year
40.92%
41.70%
3-Year
9.10%
22.56%
5-Year
15.89%
21.98%
10-Year
14.87%
15.99%
Last Bull Market
42.01%
25.99%
Last Bear Market
-20.37%
-17.29%

Annual Total Return (%) History

Year
PBLAX
Category
2024
--
--
2023
39.43%
--
2022
-30.93%
--
2021
24.82%
--
2020
34.50%
35.86%
2019
38.29%
31.90%
2018
2.66%
-2.09%
2017
28.31%
27.67%

2016
8.23%
3.23%
2015
4.79%
3.60%
2014
9.96%
10.00%
2013
--
33.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.92% -- -- --
2023 8.76% 11.95% -2.67% 17.65%
2022 -12.82% -20.37% -5.88% 5.71%
2021 1.75% 14.72% 1.15% 5.71%
2020 -13.38% 27.66% 10.76% 9.82%
2019 17.60% 7.01% 0.76% 9.07%
2018 3.25% 5.83% 7.56% -12.65%
2017 7.93% 5.14% 5.94% 6.73%
2016 0.13% 1.60% 7.13% -0.70%
2015 2.70% 0.96% -4.58% 5.90%

2014 0.92% 4.55% -1.14% 5.42%
2013 9.85% -- -- --

Rank in Category (By Total Return)

YTD 74
1-Month 53
3-Month 74
1-Year 30
3-Year 51
5-Year 37

Load Adjusted Returns

1-Year 33.17%
3-Year 7.06%
5-Year 14.58%
10-Year 14.22%

Performance & Risk

YTD Return 7.70%
5y Average Return 14.15%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Principal Funds
Net Assets 11.12B
YTD Return 9.92%
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 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.

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