Principal Blue Chip Fund Class C
PBLCX
NASDAQ
| Weiss Ratings | PBLCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | PBLCX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | Bill Nolin (14), Thomas Rozycki (13) | |||
| Website | -- | |||
| Fund Information | PBLCX-NASDAQ | Click to Compare |
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| Fund Name | Principal Blue Chip Fund Class C | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 30, 2013 | |||
| 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 | PBLCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | PBLCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.45% | |||
| Asset Allocation | PBLCX-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 | PBLCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.13% | |||
| 30-Day Total Return | -2.13% | |||
| 60-Day Total Return | -5.03% | |||
| 90-Day Total Return | -2.75% | |||
| Year to Date Total Return | -3.30% | |||
| 1-Year Total Return | -6.04% | |||
| 2-Year Total Return | 9.01% | |||
| 3-Year Total Return | 47.72% | |||
| 5-Year Total Return | 17.79% | |||
| Price | PBLCX-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 | PBLCX-NASDAQ | Click to Compare |
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| Nav | $33.93 | |||
| 1-Month Low NAV | $33.93 | |||
| 1-Month High NAV | $35.70 | |||
| 52-Week Low NAV | $29.44 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $44.75 | |||
| 52-Week High Price (Date) | Nov 03, 2025 | |||
| Beta / Standard Deviation | PBLCX-NASDAQ | Click to Compare |
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| Beta | 0.80 | |||
| Standard Deviation | 15.66 | |||
| Balance Sheet | PBLCX-NASDAQ | Click to Compare |
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| Total Assets | 6.45B | |||
| Operating Ratios | PBLCX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.67% | |||
| Turnover Ratio | 20.90% | |||
| Performance | PBLCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 2.16% | |||
| Last Bear Market Total Return | -20.48% | |||