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  •  Dow Down 0.79% Nasdaq Up 0.16%

    Principal Blue Chip Institutional (PBCKX)

    15.23 Up 0.02(0.13%) Jan 23
    Prev Close:15.21
    YTD Return*:10.77%
    Net Assets*:565.93M
    Yield*:0.57%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for PBCKX

    Top Holdings

    Symbol% AssetsYTD Return %
    BRK.B4.79-0.65
    BAM.TO4.760.38
    MSFT4.440.67
    SBUX4.30-0.74
    NSRGY4.29-0.41

    Fund Basics

    Morningstar Overall Rating:N/A
    Total Assets:565.93M
    Category:Large Growth
    Annual Report Expense Ratio (net):0.72%

    Performance & Risk

    YTD Return:10.77%
    5y Avg Return:N/A
    Rank in Category (ytd):43
    % Rank in Category (ytd):2.51%
    Beta (3y):N/A
    Morningstar Risk Rating:

    Fund Summary

    The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of each purchase. It invests in foreign securities. The fund invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average. View More
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