Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Mastercard (NYSE:MA), Intuit (NASDAQ:INTU), Adobe (NASDAQ:ADBE).
Industry description
The investment seeks long-term growth of capital.
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations that, in the fund's investment advisor's 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 also invests in securities of foreign companies. It is non-diversified.
Market Cap
The average market capitalization across the Principal Blue Chip R5 MF is 1.08T. The market cap for tickers in the group ranges from 71.62B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is TDG at 71.62B.
Volume
The average weekly volume growth across all stocks in the Principal Blue Chip R5 MF was 31%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was -7%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 56
Price Growth Rating: 48
SMR Rating: 38
Profit Risk Rating: 29
Seasonality Score: -43 (-100 ... +100)