Blue Chip Fund Quote
| PGBHX Fund | USD 51.29 0.42 0.81% |
PerformanceFair
| Odds Of DistressLow
|
Blue Chip is trading at 51.29 as of the 7th of September 2025; that is 0.81% down since the beginning of the trading day. The fund's open price was 51.71. 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 9th of June 2025 and ending today, the 7th of September 2025. 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, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2025 |
Blue Chip Fund [PGBHX] is traded in USA and was established 7th of September 2025. 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 3.44 B in assets with no minimum investment requirementsBlue Chip Fund is currently producing year-to-date (YTD) return of 10.77% with the current yeild of 0.0%, while the total return for the last 3 years was 18.4%.
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.
Top Blue Chip Fund Mutual Fund Constituents
| PX | P10 Inc | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TDG | Transdigm Group Incorporated | Stock | Industrials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials |
Blue Chip Top Holders
| PPLIX | Principal Lifetime 2050 | Mutual Fund | Target-Date 2050 | |
| PTBAX | Principal Lifetime 2020 | Mutual Fund | Target-Date 2020 | |
| PTDJX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| SCUPX | Strategic Asset Management | Mutual Fund | Allocation--15% to 30% Equity | |
| LTRVX | Principal Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| PLTJX | Principal Lifetime 2030 | Mutual Fund | Target-Date 2030 | |
| PLTZX | Principal Lifetime 2060 | Mutual Fund | Target-Date 2060+ | |
| LTINX | Principal Lifetime 2015 | Mutual Fund | Target-Date 2015 |
Blue Chip Fund Risk Profiles
| Mean Deviation | 0.5703 | |||
| Semi Deviation | 0.6126 | |||
| Standard Deviation | 0.7505 | |||
| Variance | 0.5632 |
Blue Chip Against Markets
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.
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| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |