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Principal Blue Chip A PBLAX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 41.98  /  +0.10 %
  • Total Assets 11.1 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
  • Turnover 10%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:10 AM GMT+0

Morningstar’s Analysis PBLAX

Will PBLAX outperform in future?

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

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.

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Portfolio Holdings PBLAX

  • 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

11.97 1.3 Bil
Technology

Amazon.com Inc

8.35 927.3 Mil
Consumer Cyclical

Brookfield Corp Registered Shs -A- Limited Vtg

4.99 553.8 Mil
Financial Services

TransDigm Group Inc

4.94 548.5 Mil
Industrials

Alphabet Inc Class C

4.72 524.2 Mil
Communication Services

Mastercard Inc Class A

4.68 519.7 Mil
Financial Services

Visa Inc Class A

4.50 499.5 Mil
Financial Services

Intuit Inc

4.12 457.2 Mil
Technology

Adobe Inc

3.88 430.2 Mil
Technology

Progressive Corp

3.81 422.7 Mil
Financial Services