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Investment Type: pif

Blue Chip Inst Fund (PBCKX)







Quick Facts


PBCKX
06/14/2012
Large Growth
$7,185.12

Investment Strategy

   What's this?
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 purchase that, in the fund's investment advisor's opinion, display characteristics of a "blue chip" company. The advisor tends to focus on securities of companies that show potential for growth of capital as well as an expectation for above average earnings. The fund invests in securities of foreign companies.




Morningstar Style Box™

  as of 06/30/2020
   What's this?
Investment Style
Stylebox Market Capitalization

Overall Morningstar Star Rating™

  as of 07/31/2020
   What's this?

Out of 1232 Large Growth Funds

StarRating

Morningstar's Star Ratings reflect risk adjusted performance and are derived from a weighted average of the performance figures associated with its three, five, and ten-year (if applicable) time periods.


Total Returns



Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed, may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown.

In situations where the net and gross total investment expense figures are different, the mutual fund or the underlying fund in which a Separate Account invests has waived/capped a portion of its management fees through the date displayed in the waiver expiration date or contractual cap expiration date column. Differences may also be shown due to the fund family choosing to pay certain expenses that would normally be payable by the fund. Returns displayed are based on net total investment expense.



Month-End | Quarter-End
Average Annual Total Returns as of 07/31/2020
1 Month3 MonthYTD1 Year3 Year5 Year10 YearSince     
Inception*
Total Return % 6.45 18.06 17.79 27.84 22.74 17.95 --- 18.39
Russell 1000 Growth Index % 7.69 19.93 18.26 29.84 20.91 16.84 17.29 ---
Large Growth Category % 6.81 19.16 15.38 23.56 17.51 13.67 15.15 ---
Morningstar Percentile Rankings** --- --- --- 30 13 9 --- ---
# of Funds in Category 1372 1365 1356 1339 1232 1088 813 ---
06/14/2012
**Morningstar percentile rankings are based on total returns and do not reflect the inclusion of sales charges. If sales charges were reflected, rankings could be lower.


Expenses

  as of 07/31/2020
Total Investment Expense - Gross: 0.73%
Total Investment Expense - Net: 0.66%
Waiver Date: 12/30/2020
Contractual Cap Date: 12/30/2020



Inv Manager or Sub-Advisor

   What's this?
Principal Global Investors



Portfolio Managers

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K. William Nolin , CFA
Since 06/14/2012
M.B.A. , Yale University

Thomas Rozycki , CFA
Since 12/28/2012
B.A. , Drake University






Morningstar
© 2020 Morningstar, Inc. All Rights Reserved. Part of the mutual fund data contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Returns shown for periods of less than one year are not annualized.

Insurance products and plan administrative services, if applicable, are provided by Principal Life Insurance Company. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities are offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker/dealers. Securities sold by a Principal Securities Registered Representative are offered through Principal Securities. Principal Funds Distributor, Principal Securities and Principal Life are members of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options may not be available in all states or U.S. commonwealths.

The full name of this investment option is Principal Funds, Inc. - Principal Blue Chip Inst Fund.

Investors should carefully consider a mutual fund's investment objectives, risks, charges, and expenses prior to investing. A prospectus, or summary prospectus if available, containing this and other information can be obtained by contacting a financial professional, visiting principal.com, or calling 1-800-547-7754. Read the prospectus carefully before investing.

Not FDIC Insured
May Lose Value - Not a Deposit - No Bank Guarantee
Not Insured by any Federal Government Agency

Russell 1000 Growth Index is a market-capitalization weighted index of those firms in the Russell 1000 with higher price-to-book ratios and higher forecasted growth values.