PGBGX – Principal Blue Chip R5 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations that, in the fund's investment advisor's opinion, display characteristics of a "blue chip" company. The advisor tends to focus on securities of companies that show potential for growth of capital as well as an expectation for above average earnings. The fund also invests in securities of foreign companies. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PBCKX	Principal Blue Chip Fund Institutional Class	Institutional	Open			Jun 14, 2012	$2.28B	0.660%	Average	$0	−$904.36M
PBLAX	Principal Blue Chip Fund Class A	Front Load	Open			Sep 30, 2013	$945.29M	0.920%	Below Average	$1,000	−$299.80M
PBLCX	Principal Blue Chip Fund Class C	Level Load	Open			Sep 30, 2013	$196.32M	1.670%	Average	$1,000	−$113.65M
PGBGX	Principal Blue Chip Fund Class R-5	Retirement, Large	Open			Mar 29, 2016	$28.22M	0.820%	High	$0	−$7.00M
PGBHX	Principal Blue Chip Fund Class R6	Retirement, Large	Open			Jan 3, 2017	$2.76B	0.570%	Average	$0	−$3.21B
PGBEX	Principal Blue Chip Fund Class R-3	Retirement, Medium	Open			Mar 29, 2016	$21.47M	1.130%	Average	$0	−$1.03M
PBCJX	Principal Blue Chip Fund Class J	Retirement, Medium	Open			Sep 11, 2017	$220.18M	0.750%	Low	$1,000	−$61.55M

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