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Principal Funds, Inc. Blue Chip Fund, Class A: (MF: PBLAX)

(NASDAQ Mutual Funds) As of Mar 18, 2026 06:14 PM ET

$35.58 USD

-0.62 (-1.71%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -7.78 97
3 months -8.79 98
6 months -9.73 97
1 Year -0.66 95
3 Year 17.53 47
5 Year 7.96 73
10 Year 15.27 20

* 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 Feb 28, 2026

1 Year 3.14
5 Year 8.48
10 Year 14.83
Since Inception 14.13

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.46 13.34 2.48 -1.94
2024 9.92 2.57 4.29 3.06
2023 8.76 11.95 -2.66 17.65
2022 -12.82 -20.36 -5.88 5.71
2021 1.75 14.71 1.15 5.72

Annual Return

20262025202420232022202120202019201820172016
% Total Return -7.788.8121.2039.43-30.9224.8334.5238.312.6728.328.26
% Total Return Rel to Index -3.40-9.40-3.8113.18-12.72-3.8516.126.827.076.52-3.66
% Total Return Rel to Peer -3.48-3.891.8116.43-11.222.7714.609.899.537.640.44
% Perf Quintile vs Peer* 5.004.000.001.005.003.002.001.001.001.003.00
% Dividends 0.000.000.000.000.000.000.000.020.000.000.00
% Yield 0.000.000.000.000.000.000.000.090.000.000.00
Capital Gains ($) 0.008.322.060.000.202.731.151.151.590.590.10
Expense Ratio 0.000.920.930.960.940.910.931.001.091.151.28

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