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Principal Funds, Inc. Blue Chip Fund, Class A: (MF: PBLAX)
(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET
$42.17 USD
-0.14 (-0.33%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in December 2000 and is managed by Pilgrim Baxter & Associates, Ltd. The fund seeks to provide investors with long-term growth of capital. Under normal market conditions, the fund invests at least 80% of its assets in common stocks of large capitalization companies that, in the adviser's opinion, have an outlook for strong business momentum, growth in earnings and potential for capital appreciation. These companies generally have market capitalizations similar to the market capitalizations of the companies in the Russell 1000 Growth Index at the time of the fund's investment. Dividends and capital gains are distributed at least once a year, if available.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal Blue Chip A | PBLAX | 5.50 | NA | 0.00 | 0.25 | 0.59 | 0.94 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return |
|---|
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal Blue Chip A | PBLAX | 1000 | 100 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |