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

(NASDAQ Mutual Funds) As of Jun 3, 2026 06:03 PM ET

$41.07 USD

-0.78 (-1.86%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD -2.08 92
3 months -0.14 88
6 months -4.70 93
1 Year 9.35 91
3 Year 17.71 49
5 Year 7.36 68
10 Year 15.49 17

* 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, 2026

1 Year -0.50
5 Year 6.59
10 Year 14.22
Since Inception 14.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -12.81 NA 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 -2.089.1121.5239.85-30.7425.1534.8038.812.9728.878.91
% Total Return Rel to Index -8.48-9.10-3.4913.60-12.53-3.5316.407.327.377.08-3.02
% Total Return Rel to Peer -9.15-3.592.1316.85-11.043.0914.8810.389.838.191.09
% 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 0.000.660.660.660.660.650.660.670.750.690.69

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