Morningstar

Principal Blue Chip A PBLAX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 44.63  /  +0.77 %
  • Total Assets 11.7 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Below Average
  • Share Class Type Front 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 Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis PBLAX

Will PBLAX 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 PBLAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PBLAX 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 PBLAX’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 PBLAX

More PBLAX 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
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Alphabet Inc Class C

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TransDigm Group Inc

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Progressive Corp

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Visa Inc Class A

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Financial Services

Netflix Inc

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Intuit Inc

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Technology

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