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Principal Blue Chip Fund Institutional Class (PBCKX)

US Funds

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40.02 -2.56 -6.01%

04/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.86B

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PBCKX Holdings

Comprehensive information about top holdings and Key Holding Information for the Principal Blue Chip Institutional (PBCKX) fund. Our Principal Blue Chip Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.07	0.07	0.00
Shares	99.93	99.93	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	28.33	28.54
Price to Book	5.87	7.36
Price to Sales	4.57	4.85
Price to Cash Flow	20.89	19.18
Dividend Yield	0.41	0.68
5 Years Earnings Growth	11.69	13.76

Sector Allocation

Name	Net %	Category Average
Financial Services	25.78	9.64
Technology	21.99	39.81
Consumer Cyclical	17.27	14.68
Communication Services	11.32	12.79
Industrials	9.13	6.86
Healthcare	8.13	10.63
Basic Materials	3.23	1.61
Real Estate	1.87	1.41
Consumer Defensive	1.28	3.37

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 43

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	11.00	359.84	-3.56%
Amazon.com	US0231351067	9.16	171.00	-4.15%
Transdigm	US8936411003	5.27	1,237.85	-9.21%
Alphabet C	US02079K1079	5.24	147.74	-3.20%
Brookfield	CA11271J1075	5.00	46.24	-8.16%
Mastercard	US57636Q1040	4.88	489.77	-7.69%
Visa A	US92826C8394	4.85	313.13	-7.74%
Netflix	US64110L1061	4.81	855.86	-6.67%
Progressive	US7433151039	4.35	257.64	-10.23%
Hilton Worldwide	US43300A2033	3.22	208.85	-3.92%

Top Equity Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal MidCap Institutional	14.16B	3.95	11.91	12.12
Principal Equity Income Inst	6.53B	4.69	8.56	9.74
Principal Large Cap S&P 500 Index I	5.78B	1.41	12.37	12.78
Principal Preferred Securities Inst	3.96B	1.58	3.53	4.18
Principal Real Estate Securities In	3.59B	5.69	1.90	6.41

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