Principal Blue Chip’s proven process in lead manager Bill Nolin’s hands earns the strategy’s cheapest share classes a Morningstar Analyst Rating of Silver; others are rated Bronze or Neutral depending on fees.
Will PGBGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGBGX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PGBGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PGBGX’s parent organization’s priorities and whether they’re in line with investors’ interests.