PortfoliosLab logoPortfoliosLab logo

Principal Blue Chip Fund (PBCKX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PBCKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PBCKX

PBCKX charges 0.66% annually. There are 116 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to PBCKX

PBCKX has a PortfoliosLab risk / return rank of 5. There are 405 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.


Top Performing PBCKX Alternatives (YTD)

PBCKX is at 1.70% YTD. There are 387 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.


Lowest Volatility Alternatives to PBCKX

PBCKX has 15.08% 1-year volatility. There are 156 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.


Lowest Drawdown Alternatives to PBCKX

PBCKX has a 1-year max drawdown of -19.10%. There are 376 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.


Other Mutual Funds from Principal

The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 8 categories.


Often Compared With PBCKX

Investors most often compare PBCKX with MEGBX, FZROX, VUG. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
MFS Growth FundLarge Cap Growth Equities
13
6.21%
Dec 1986PBCKX vs MEGBX
Fidelity ZERO Total Market Index FundLarge Cap Blend Equities
72
11.76%
PBCKX vs FZROX
Vanguard Growth ETFLarge Cap Growth Equities
49
10.86%
365.00BJan 2004PBCKX vs VUG
Fidelity ContrafundLarge Cap Growth Equities
39
8.01%
176.32BMay 1967PBCKX vs FCNTX
Fidelity Advisor Semiconductors Fund Class ITechnology Equities
97
73.86%
Dec 2000PBCKX vs FELIX
T. Rowe Price Blue Chip Growth Fund I ClassLarge Cap Growth Equities
23
6.27%
PBCKX vs TBCIX
Vanguard Value ETFLarge Cap Value Equities
81
12.28%
238.00BJan 2004PBCKX vs VTV
JPMorgan Large Cap Growth Fund Class ALarge Cap Growth Equities
18
7.03%
Feb 1992PBCKX vs OLGAX
Vanguard U.S. Growth Fund Investor SharesLarge Cap Growth Equities
14
5.58%
45.40BJan 1959PBCKX vs VWUSX
Vanguard S&P 500 Growth ETFS&P 500, Large Cap Growth Equities
63
14.85%
24.20BSep 2010PBCKX vs VOOG
Principal Large Cap S&P 500 Index Fund Institution...S&P 500
74
11.52%
Mar 2001PBCKX vs PLFIX
Principal Finisterre Emerging Markets Total Return...Emerging Markets Bonds
79
2.32%
Jul 2016PBCKX vs PFUMX
Principal LifeTime Hybrid 2040 FundTarget Retirement Date
69
8.98%
Sep 2014PBCKX vs PLTQX
Principal Core Plus Bond FundIntermediate Core-Plus Bond
20
0.19%
Dec 2000PBCKX vs PBMPX
Principal LifeTime 2015 FundTarget Retirement Date
56
3.90%
Feb 2008PBCKX vs LTINX
Principal LifeTime Strategic Income FundTarget Retirement Date
56
3.97%
Feb 2001PBCKX vs PLSIX
Principal LifeTime Hybrid 2060 FundTarget Retirement Date
69
11.14%
Sep 2014PBCKX vs PLTHX
Delaware Growth Equity FundLarge Cap Growth Equities
62
11.21%
Oct 2000PBCKX vs FICGX
Fidelity Advisor New Insights Fund Class ALarge Cap Growth Equities
52
9.38%
Jul 2003PBCKX vs FNIAX
Principal International Equity Index FundForeign Large Cap Equities
27
9.14%
Dec 2009PBCKX vs PIDIX

Compare PBCKX with Any Fund or Stock

Compare PBCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair PBCKX with funds that move differently

Principal Blue Chip Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PBCKX.

Explore PBCKX Diversifiers