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 115 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | PBCKX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | PBCKX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PBCKX vs FSPGX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | PBCKX vs TILIX | |
| Vanguard Mega Cap Growth Index Fund Institutional ... | 0.05% | — | Apr 2008 | PBCKX vs VMGAX |
Best Risk-Adjusted Alternatives to PBCKX
PBCKX has a PortfoliosLab risk / return rank of 3. There are 395 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 91 | — | Feb 1969 | PBCKX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | PBCKX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | PBCKX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | PBCKX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 80 | — | Aug 2013 | PBCKX vs FZAPX |
Top Performing PBCKX Alternatives (YTD)
PBCKX is at 0.00% YTD. There are 352 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 29.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 29.13% | — | Mar 2020 | PBCKX vs ONERX | |
| ICON Equity Fund | 28.55% | — | Oct 2002 | PBCKX vs IOLZX | |
| Chase Growth Fund | 22.03% | — | Dec 1997 | PBCKX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.03% | — | Jan 2007 | PBCKX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 21.57% | — | Feb 2004 | PBCKX vs GTLLX |
Lowest Volatility Alternatives to PBCKX
PBCKX has 16.52% 1-year volatility. There are 150 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | PBCKX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.95% | — | Jan 2005 | PBCKX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | PBCKX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | PBCKX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.60% | — | Sep 2018 | PBCKX vs GQEPX |
Lowest Drawdown Alternatives to PBCKX
PBCKX has a 1-year max drawdown of -19.10%. There are 371 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PBCKX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PBCKX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PBCKX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | PBCKX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | PBCKX vs DNVYX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLSAX, PLGIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -4.46% | — | Dec 2000 | PBCKX vs PCBIX | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 56 | 9.95% | — | Feb 2001 | PBCKX vs PLSAX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 5 | -0.62% | — | Dec 2000 | PBCKX vs PLGIX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -4.40% | — | Nov 2016 | PBCKX vs PMAQX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 47 | 9.10% | — | Feb 2008 | PBCKX vs LTFIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 39 | 8.52% | — | Nov 1986 | PBCKX vs CMNWX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.92% | — | Oct 2011 | PBCKX vs PSMIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 47 | 8.14% | — | Feb 2008 | PBCKX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 7.20% | — | Feb 2001 | PBCKX vs PTDIX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 47 | 5.32% | — | Feb 2001 | PBCKX vs PMTIX |
Often Compared With PBCKX
Investors most often compare PBCKX with MEGBX, FELIX, FZROX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PBCKX with Any Fund or Stock
Compare PBCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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