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Principal Funds, Inc. Blue Chip Fd Inst Cl: (MF: PBCKX)

(NASDAQ Mutual Funds) As of Aug 14, 2026 05:56 PM ET

$43.21 USD

-0.28 (-0.64%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.00 90
3 months 2.12 69
6 months 1.97 85
1 Year -2.96 94
3 Year 13.92 63
5 Year 5.91 77
10 Year 14.98 18

* 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 Jul 31, 2026

1 Year -3.74
5 Year 5.64
10 Year 15.09
Since Inception 14.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -12.81 9.72 NA NA
2025 -4.38 13.42 2.53 -1.87
2024 10.01 2.61 4.36 3.14
2023 8.85 12.01 -2.56 17.71
2022 -12.76 -20.29 -5.83 5.79
2021 1.83 14.75 1.22 5.79

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.009.1121.5239.85-30.7425.1534.8038.812.9728.878.91
% Total Return Rel to Index -14.54-9.10-3.4913.60-12.53-3.5316.407.327.377.08-3.02
% Total Return Rel to Peer -14.30-3.592.1316.85-11.043.0914.8810.389.838.191.09
% Perf Quintile vs Peer* 5.004.003.001.005.003.002.001.001.001.003.00
% Dividends 0.000.000.010.000.000.000.000.090.000.000.07
% Yield 0.000.000.020.000.000.000.000.310.000.010.43
Capital Gains ($) 0.008.322.060.000.202.731.151.151.590.590.10
Expense Ratio 0.660.660.660.660.660.650.660.670.750.690.69

* 1 = Top 20%, 5 = Bottom 20%