About PBCKX
Principal Blue Chip Fund Institutional Class is an actively managed mutual fund focused on delivering long-term capital growth. The fund primarily invests at least 80% of its assets in large-cap equities that demonstrate the hallmarks of blue chip companies—namely, established firms with solid financial strength and sustainable competitive advantages. Its strategy favors businesses with strong growth prospects and an expectation for above-average earnings, incorporating both domestic and select international holdings to enhance diversification. Notably, the fund takes a highly active approach, often resulting in a more concentrated portfolio than its peers, with significant allocations to top holdings such as Microsoft, Amazon, and Mastercard. Designed for institutional investors, it offers exposure to leading sectors like technology, financial services, and consumer discretionary. Since its inception in 2012, the fund has aimed to outperform growth benchmarks like the Russell 1000 Growth Index, playing a significant role for investors seeking access to market leaders with robust growth potential within the large-cap segment.
Fund Family Principal Funds
Category Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PBCKX
Share Class Institutional Class
Index Russell 1000 Growth TR
PBCKX had a total return of -4.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.38%.
