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Principal Funds, Inc. - Blue Chip Fund, Class J: (MF: PBCJX)
(NASDAQ Mutual Funds) As of May 30, 2025 08:00 PM ET
$47.15 USD
+0.21 (0.45%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.31 | 18 |
| 3 months | -6.64 | 20 |
| 6 months | 2.08 | 6 |
| 1 Year | 12.66 | 13 |
| 3 Year | 14.72 | 8 |
| 5 Year | 14.10 | 38 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.45 |
| 5 Year | 16.85 |
| 10 Year | NA |
| Since Inception | 14.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.41 | NA | NA | NA |
| 2024 | 10.01 | 2.59 | 4.36 | 3.08 |
| 2023 | 8.82 | 11.99 | -2.61 | 17.67 |
| 2022 | -12.78 | -20.31 | -5.88 | 5.76 |
| 2021 | 1.78 | 14.73 | 1.21 | 5.75 |
| 2020 | -13.40 | 27.65 | 10.79 | 9.89 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.31 | 21.43 | 39.65 | -30.82 | 25.00 | 34.60 | 38.38 | 2.72 |
| % Total Return Rel to Index | 2.60 | -3.59 | 13.41 | -12.61 | -3.67 | 16.20 | 6.89 | 7.12 |
| % Total Return Rel to Peer | 3.15 | 2.03 | 16.65 | -11.12 | 2.94 | 14.69 | 9.95 | 9.58 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 2.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 |
| Capital Gains ($) | 0.00 | 2.06 | 0.00 | 0.20 | 2.73 | 1.15 | 1.14 | 1.58 |
| Expense Ratio | 0.75 | 0.75 | 0.79 | 0.77 | 0.77 | 0.82 | 0.96 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%