Blue Chip Fund Quote
| PBLAX Fund | USD 36.74 0.13 0.35% |
PerformanceFair
| Odds Of DistressLow
|
Blue Chip is trading at 36.74 as of the 16th of February 2026; that is 0.35% down since the beginning of the trading day. The fund's open price was 36.87. Blue Chip has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 18th of November 2025 and ending today, the 16th of February 2026. Click here to learn more.
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 that, in the funds investment advisors opinion, display characteristics of a blue chip company. More on Blue Chip Fund
Moving together with Blue Mutual Fund
Blue Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Growth Funds, Large Growth, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 31st of December 2025 |
| Fiscal Year End | August |
Blue Chip Fund [PBLAX] is traded in USA and was established 16th of February 2026. Blue Chip is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Principal Funds family. This fund at this time has accumulated 9.29 B in assets with no minimum investment requirementsBlue Chip Fund is currently producing year-to-date (YTD) return of 0.45%, while the total return for the last 3 years was 15.52%.
Check Blue Chip Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blue Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blue Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blue Chip Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Blue Chip Fund Risk Profiles
| Mean Deviation | 1.15 | |||
| Semi Deviation | 0.8847 | |||
| Standard Deviation | 3.44 | |||
| Variance | 11.84 |
Blue Chip Against Markets
Blue Mutual Fund Analysis Notes
The fund maintains 99.91% of assets in stocks. Large Growth To find out more about Blue Chip Fund contact the company at 800-222-5852.Blue Chip Fund Investment Alerts
| Blue Chip Fund had very high historical volatility over the last 90 days | |
| The fund maintains 99.91% of its assets in stocks |
Top Blue Chip Fund Mutual Fund Constituents
| AMT | American Tower Corp | Stock | |
| V | Visa Class A | Stock | |
| TDG | Transdigm Group Incorporated | Stock | |
| PYPL | PayPal Holdings | Stock | |
| PX | P10 Inc | Stock | |
| MSFT | Microsoft | Stock | |
| MA | Mastercard | Stock | |
| INTU | Intuit Inc | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| CRM | Salesforce | Stock | |
| CHTR | Charter Communications | Stock | |
| AON | Aon PLC | Stock | |
| AMZN | Amazon Inc | Stock | |
| ADBE | Adobe Systems Incorporated | Stock | |
| WFC | Wells Fargo | Stock |
Blue Chip Outstanding Bonds
Blue Chip issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Blue Chip Fund uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Blue bonds can be classified according to their maturity, which is the date when Blue Chip Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US74256LAU35 Corp BondUS74256LAU35 | View | |
| PFG 875 12 JAN 26 Corp BondUS74256LEK17 | View | |
| PFG 125 16 AUG 26 Corp BondUS74256LEP04 | View | |
| PFG 15 17 NOV 26 Corp BondUS74256LES43 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAA08 | View | |
| PRINCIPAL FINL GROUP Corp BondUS74251VAF94 | View |
Blue Chip Predictive Daily Indicators
Blue Chip intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Blue Chip mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 36.74 | |||
| Day Typical Price | 36.74 | |||
| Price Action Indicator | (0.07) | |||
| Period Momentum Indicator | (0.13) |
Blue Chip Forecast Models
Blue Chip's time-series forecasting models are one of many Blue Chip's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Blue Chip's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Blue Mutual Fund
Blue Chip financial ratios help investors to determine whether Blue Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blue with respect to the benefits of owning Blue Chip security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |