Principal Blue Chip Fund

Frequently Asked Questions About PBCKX

What does PBCKX invest in?

This fund typically dedicates a minimum of 80% of its net assets, along with any investment-related borrowings, to common stocks. Its primary objective is to acquire shares in large-capitalization firms that, in the view of the investment advisor, represent 'blue chip' entities at the time of acquisition. The advisor's selection process leans towards companies poised for capital appreciation and expected to achieve superior earnings. The fund's investment scope also extends to foreign companies.

What is the expense ratio of PBCKX?

Principal Blue Chip Fund (PBCKX) charges an expense ratio of 0.66%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PBCKX?

Principal Blue Chip Fund (PBCKX) manages $7.59B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is PBCKX actively managed or an index fund?

PBCKX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PBCKX launched?

Principal Blue Chip Fund (PBCKX) launched in June 2012 and is managed by the fund issuer.

How has PBCKX performed?

PBCKX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.