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Morningstar

Principal Blue Chip Institutional PBCKX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 41.47  /  −0.69 %
  • Total Assets 10.5 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 10%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PBCKX

Will PBCKX outperform in 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.

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.

by Tony Thomas
Rated on Published on

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Portfolio Holdings PBCKX

More PBCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.10 1.3 Bil
Technology

Amazon.com Inc

8.45 939.5 Mil
Consumer Cyclical

Alphabet Inc Class C

5.13 571.0 Mil
Communication Services

TransDigm Group Inc

5.01 557.2 Mil
Industrials

Brookfield Corp Registered Shs -A- Limited Vtg

4.90 544.5 Mil
Financial Services

Mastercard Inc Class A

4.65 517.1 Mil
Financial Services

Visa Inc Class A

4.35 484.0 Mil
Financial Services

Progressive Corp

4.07 452.5 Mil
Financial Services

Intuit Inc

3.96 440.5 Mil
Technology

Netflix Inc

3.47 386.3 Mil
Communication Services