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.
Will PBLAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PBLAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PBLAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PBLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.