Morningstar

Principal Blue Chip C PBLCX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 40.85  /  −0.44 %
  • Total Assets 11.8 Bil
  • Adj. Expense Ratio
    1.680%
  • Expense Ratio 1.680%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 10%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:31 AM GMT+0

Morningstar’s Analysis PBLCX

Will PBLCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PBLCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PBLCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PBLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

It’s got what it takes.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Lead manager Bill Nolin and his team have the approach and the track record to compete in large-growth stock investing.

by Tony Thomas
Rated on Published on

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Portfolio Holdings PBLCX

More PBLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.26 1.3 Bil
Technology

Amazon.com Inc

7.89 921.0 Mil
Consumer Cyclical

Brookfield Corp Registered Shs -A- Limited Vtg

5.29 617.6 Mil
Financial Services

Alphabet Inc Class C

5.24 611.1 Mil
Communication Services

TransDigm Group Inc

5.21 607.6 Mil
Industrials

Mastercard Inc Class A

4.83 564.3 Mil
Financial Services

Progressive Corp

4.37 510.3 Mil
Financial Services

Visa Inc Class A

4.27 498.9 Mil
Financial Services

Netflix Inc

3.87 452.0 Mil
Communication Services

Intuit Inc

3.75 437.6 Mil
Technology

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