Principal Blue Chip Fund (PBCKX) Research

This fund typically dedicates a minimum of 80% of its net assets, along with any investment-related borrowings, to common stocks. Its primary objective is to acquire shares in large-capitalization firms that, in the view of the investment advisor, represent 'blue chip' entities at the time of acquisition. The advisor's selection process leans towards companies poised for capital appreciation and expected to achieve superior earnings. The fund's investment scope also extends to foreign companies.

Market snapshot

Symbol
PBCKX
Price
$40.48
Day change
+0.87%
Market cap
$8.5B
52-week range
35.1-52.01
Sector
Financial Services
Industry
Asset Management

Peer companies

  • FPA Crescent Fund (FPACX)
  • Hartford Core Equity Fund (HGITX)
  • BlackRock LifePath Index 2035 Fund (LIJKX)
  • BlackRock LifePath Index 2050 Fund (LIPIX)
  • Invesco Main Street Fund (OMGNX)
  • T. Rowe Price Science and Technology Fund (PRSCX)
  • T. Rowe Price Retirement 2055 Fund (TRRNX)
  • T. Rowe Price Science And Technology Fund (TSNIX)

Open Principal Blue Chip Fund (PBCKX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.