Nasdaq - Delayed Quote USD

Principal Blue Chip Fund (PBLAX)

41.13 +0.60 (+1.48%)
At close: 8:00 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 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 Blue Chip Fund

Des Moines, IA 50392
711 High Street
(800) 986-3343

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 Operations

Last Dividend 0.03
Last Cap Gain 33.00
Holdings Turnover 10.00%
Average for Category --

Fees & Expenses

Expense PBLAX Category Average
Annual Report Expense Ratio (net) 1.68% 0.99%
Prospectus Net Expense Ratio 1.68% --
Prospectus Gross Expense Ratio 1.71% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Tom is the head of research for Aligned Investors, an investment boutique within Principal Global Investors. He is responsible for coordinating the research effort at Aligned Investors and also serves as portfolio manager for its MidCap and Blue Chip strategies. Tom joined the firm in 2001. He received a bachelor’s degree in finance from Drake University. Tom is a CFA charterholder and a member of the CFA Institute.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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