Morningstar

Principal Blue Chip Fund Institutional Class PBCKX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 41.57  /  +0.07 %
  • Total Assets 6.5B
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 21%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:07 AM GMT+0

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PBCKX

More PBCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 67.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.99 842M
Technology

Microsoft Corp

11.20 787M
Technology

Amazon.com Inc

8.06 566M
Consumer Cyclical

Brookfield Corp Registered Shs -A- Limited Vtg

7.47 525M
Financial Services

Mastercard Inc Class A

4.92 345M
Financial Services

TransDigm Group Inc

4.90 344M
Industrials

Visa Inc Class A

4.84 340M
Financial Services

Alphabet Inc Class C

4.66 328M
Communication Services

Alphabet Inc Class A

4.58 322M
Communication Services

Broadcom Inc

4.50 316M
Technology

Sponsor Center