Blue Chip Financials
| PGBFX Fund | USD 47.16 0.00 0.00% |
Blue |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Blue Chip Fund Summary
Blue Chip competes with Lord Abbett, Oppenheimer International, Tax-managed, American Century, and Sentinel Small. 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. The advisor tends to focus on securities of companies that show potential for growth of capital as well as an expectation for above average earnings. The fund invests in securities of foreign companies.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Blue Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Blue Chip's current stock value. Our valuation model uses many indicators to compare Blue Chip value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Blue Chip competition to find correlations between indicators driving Blue Chip's intrinsic value. More Info.Blue Chip Fund is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.25 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Blue Chip's earnings, one of the primary drivers of an investment's value.Blue Chip Fund Systematic Risk
Blue Chip's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Blue Chip volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Blue Chip Fund correlated with the market. If Beta is less than 0 Blue Chip generally moves in the opposite direction as compared to the market. If Blue Chip Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Blue Chip Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Blue Chip is generally in the same direction as the market. If Beta > 1 Blue Chip moves generally in the same direction as, but more than the movement of the benchmark.
Blue Chip December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Blue Chip help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Blue Chip Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Blue Chip Fund based on widely used predictive technical indicators. In general, we focus on analyzing Blue Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Blue Chip's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9691 | |||
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 5.16 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.17 |
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.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |