Blue Chip Fund Quote

Mutual Funds . USA . 
Fund . Blue Chip Fund
PBLAX Fund  USD 39.86  -0.01  -0.03%   
The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the funds investment advisors opinion, display characteristics of a blue chip company. Principal Funds is traded on NASDAQ Exchange in the United States. Downside deviation of 1.22% indicates contained downside behavior. With a beta of 0.98, BLUE CHIP generally moves in line with broader market conditions; It is managed by Principal Funds.
Performance
0High
5 · Contained
NAV Risk Level
HighLow
21 · Below Average
Blue Chip Fund (PBLAX) currently is priced at $39.86 as of May 10, 2026, representing with little price movement after opening at $39.87. BLUE CHIP currently exhibits 21% estimated likelihood of significant NAV decline over the forecast period. Over the prior 90 trading days, BLUE CHIP has produced modest risk-adjusted performance, in line with its contained performance profile. The performance scores are measured across the period from February 9, 2026 to May 10, 2026. Learn more.
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Blue Chip Fund [PBLAX] is traded in USA. The fund is listed under the Large Growth category and is part of the Principal Funds family. This fund at this time has accumulated $7.83 billion in assets with no minimum investment requirements. Blue Chip Fund is currently producing a year-to-date (YTD) return of 0.45%, while the total return for the last 3 years is 17.62%. BLUE CHIP is an operator in the large growth segment where revenue is driven by core operating activity and end-market demand.

Instrument Allocation

Mutual Fund Notable Updates

Legal NameBLUE CHIP FUND CLASS A
Fund ConcentrationLarge Growth, Principal Funds, (View all Sectors)

BLUE CHIP FUND CLASS A NAV Analysis

Aligned With Model
Today
39.86
This estimate for Blue Chip Fund is driven by the aggregate performance of its underlying assets across a 3 months time horizon. Market pricing can deviate due to fund flows, liquidity conditions, or benchmark tracking differences.
38.83
Downside
40.03
Intrinsic Value
41.23
Upside
Current intrinsic value estimate framed by downside and upside probability thresholds.
Target Odds

Sector Allocation

Investors typically prefer portfolios diversified across different sectors. Wider sector coverage improves the probability of positive returns, though it may compress BLUE CHIP Mutual Fund expected return.
Investment funds like Blue Chip Fund Mutual Fund offer a low-cost alternative to custom portfolios. Sector fund diversification can be an effective strategy for adjusting sector exposure.

Common Risk Profiles

Mean Deviation0.9284
Semi Deviation1.14
Standard Deviation1.23
Variance1.51

Blue Chip Fund Against Markets

PBLAX  0.03   
8.0%
0%
NYA  0.30   
100.0%
0%
 Competition   Compare Correlations

Top Blue Chip Fund Mutual Fund Constituents

AMTAmerican Tower CorpStock
VVisa Class AStock
TDGTransdigm Group IncorporatedStock
PYPLPayPal HoldingsStock
PXP10 IncStock
MSFTMicrosoftStock
MAMastercardStock
INTUIntuit IncStock
GOOGAlphabet Inc Class CStock
FBProShares Trust ProSharesETF
CRMSalesforceStock
CHTRCharter CommunicationsStock
AONAon PLCStock
AMZNAmazon IncStock
ADBEAdobe Systems IncorporatedStock
WFCWells FargoStock

Predictive Daily Indicators

Monitoring BLUE CHIP's daily metrics gives shareholders faster feedback on whether the fund's holdings are trending or reversing. Rate of change and momentum readings help identify when buying or selling pressure across the fund's holdings is accelerating.
Rate Of Daily Change1.0
Day Median Price39.86
Day Typical Price39.86
Price Action Indicator-0.01
Period Momentum Indicator-0.01

Forecast Models

NAV projections for Blue Chip Fund within Large Growth rely on smoothing, regression, and moving-average techniques applied to historical prices. With a one-year return of 7.6%, these models describe observed NAV patterns. Current fund positioning must match historical conditions.
Naive Prediction
Simple Exponential Smoothing
Double Exponential Smoothing
Triple Exponential Smoothing
Simple Regression
Polynomial Regression
Simple Moving Average
4 Period Moving Average
8 Period Moving Average
20 Period Moving Average

Mutual Fund Overview, Methodology & Data Sources

The fund overview for BLUE CHIP summarizes mandate, holdings profile, and risk characteristics. The fund has exposure to Mutual Fund Funds. The current allocation is approximately 100.0% equities. It is classified under Large Growth within the Principal Funds family.

Methodology

Unless otherwise specified, data for Blue Chip Fund is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Blue Chip Fund market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: The data underlying this report is sourced from public fund disclosures, holdings reports, and market data feeds, including filings and releases published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Some updates may be delayed based on publication cadence. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Research Sources

Blue Chip Fund may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board
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Macroaxis is not a registered investment advisor or broker/dealer. All investments, including stocks, funds, ETFs, or cryptocurrencies, are speculative and involve substantial risk of loss. We encourage our investors to invest carefully. Much of our information is derived directly from data published by companies or submitted to governmental agencies which we believe are reliable, but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way warrant or guarantee the success of any action you take in reliance on our statements or recommendations. Also, note that past performance is not necessarily indicative of future results. All investments carry risk, and all investment decisions of an individual remain the responsibility of that individual. There is no guarantee that systems, indicators, or signals will result in profits or that they will not result in losses. All investors are advised to fully understand all risks associated with any investing they choose to do. Hypothetical or simulated performance is not indicative of future results. We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown because hypothetical or simulated performance is not necessarily indicative of future results. For more information please visit our terms and conditions page.