Morningstar

Principal Blue Chip Fund Institutional Class PBCKX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PBCKX

Will PBCKX outperform in the 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 PBCKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PBCKX 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 PBCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A worthy competitor in a tough category.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Principal Blue Chip has an excellent team and an approach that's easy to get behind, but there’s no denying it competes in a tough category. As a result, a revised assessment of excess return opportunities for funds means more of this strategy's Morningstar Medalist Ratings than usual have shifted with this update even without changes to pillar ratings or fund costs.

by Tony Thomas
Rated on Published on

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