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Principal Blue Chip Institutional PBCKX

Analyst rating as of
NAV / 1-Day Return
28.78  /  1.23 %
Total Assets
8.2 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Average
Longest Manager Tenure
10.05 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
26%

Morningstar’s Analysis

Will PBCKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Associate Director

Summary

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Lead manager Bill Nolin has the team and process to make Principal Blue Chip a success. The mutual fund’s Morningstar Analyst Ratings are Silver, Bronze, or Neutral depending on fees; the retail separate account gets Silver.

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