Blue Chip Fund Quote
| PBLCX Fund | USD 42.43 0.12 0.28% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Blue Chip is trading at 42.43 as of the 23rd of November 2024; that is 0.28 percent increase since the beginning of the trading day. The fund's open price was 42.31. Blue Chip has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Blue Chip Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of May 2024 and ending today, the 23rd of November 2024. 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 at the time of purchase 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
| 0.9 | SABPX | Strategic Asset Mana | PairCorr |
| 0.93 | SACAX | Strategic Asset Mana | PairCorr |
| 0.88 | SAGPX | Strategic Asset Mana | PairCorr |
Moving against Blue Mutual Fund
Blue Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Growth Funds, Large Growth, Principal Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of December 2022 |
| Fiscal Year End | August |
Blue Chip Fund [PBLCX] is traded in USA and was established 23rd of November 2024. 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 9.24 B in assets with no minimum investment requirementsBlue Chip Fund is currently producing year-to-date (YTD) return of 20.18%, while the total return for the last 3 years was 3.5%.
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
| INTC | Intel | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| LLY | Eli Lilly and | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials |
Blue Chip Fund Risk Profiles
| Mean Deviation | 0.6184 | |||
| Semi Deviation | 0.827 | |||
| Standard Deviation | 0.8669 | |||
| Variance | 0.7515 |
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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| Fundamental Analysis View fundamental data based on most recent published financial statements |