Principal Blue Chip Fund Class J
PBCJX
NASDAQ
| Weiss Ratings | PBCJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PBCJX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Bill Nolin (14), Thomas Rozycki (13) | |||
| Website | -- | |||
| Fund Information | PBCJX-NASDAQ | Click to Compare |
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| Fund Name | Principal Blue Chip Fund Class J | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 11, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | PBCJX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | PBCJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | PBCJX-NASDAQ | Click to Compare |
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| Cash | 0.03% | |||
| Stock | 99.96% | |||
| U.S. Stock | 91.57% | |||
| Non-U.S. Stock | 8.39% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PBCJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.12% | |||
| 30-Day Total Return | -0.94% | |||
| 60-Day Total Return | -2.46% | |||
| 90-Day Total Return | -4.08% | |||
| Year to Date Total Return | -0.80% | |||
| 1-Year Total Return | -2.67% | |||
| 2-Year Total Return | 11.85% | |||
| 3-Year Total Return | 47.57% | |||
| 5-Year Total Return | 23.49% | |||
| Price | PBCJX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PBCJX-NASDAQ | Click to Compare |
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| Nav | $40.82 | |||
| 1-Month Low NAV | $40.08 | |||
| 1-Month High NAV | $42.15 | |||
| 52-Week Low NAV | $34.60 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $50.46 | |||
| 52-Week High Price (Date) | Nov 12, 2025 | |||
| Beta / Standard Deviation | PBCJX-NASDAQ | Click to Compare |
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| Beta | 0.78 | |||
| Standard Deviation | 15.77 | |||
| Balance Sheet | PBCJX-NASDAQ | Click to Compare |
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| Total Assets | 6.13B | |||
| Operating Ratios | PBCJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 29.40% | |||
| Performance | PBCJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 2.95% | |||
| Last Bear Market Total Return | -20.31% | |||