Nasdaq - Delayed Quote USD

Principal Blue Chip Fund (PBLAX)

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

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Securities America Advisors
  • Securities America Inc.

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.

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

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

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