Morningstar

Principal Blue Chip Fund Class R6 PGBHX

Morningstar Medalist Rating
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  • NAV / 1-Day Return$41.81  /  −0.69%
  • Fund Size$6.3B
  • Adjusted Expense Ratio0.570%
  • Net Expense Ratio0.580%
  • Fee Level: DistributionAverage
  • Share Class TypeRetirement, Large
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio29%
NAV and 1-Day Return as of

Morningstar’s Analysis PGBHX

Will PGBHX 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 PGBHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Even blue chips struggle, but it's what they're made of that counts.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Principal Blue Chip—available as a mutual fund as well as separate accounts and collective investment trusts—has much in its favor, even if the numbers don't always show it.

by Tony Thomas
Rated on Published on

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Portfolio Holdings PGBHX

More PGBHX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings68.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.29858M
Technology

Microsoft Corp

9.73627M
Technology

Amazon.com Inc

8.05519M
Consumer Cyclical

Brookfield Corp Registered Shs -A- Limited Vtg

7.20465M
Financial Services

Meta Platforms Inc Class A

5.85377M
Communication Services

Alphabet Inc Class C

5.12330M
Communication Services

Alphabet Inc Class A

5.02324M
Communication Services

TransDigm Group Inc

4.91317M
Industrials

Broadcom Inc

4.87314M
Technology

Mastercard Inc Class A

4.28276M
Financial Services

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