PBCJX – Fund Analysis – Principal Blue Chip J | Morningstar

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Will PBCJX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the PBCJX 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 PBCJX’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 Nov 14, 2023 Published on Nov 14, 2023

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