PBCKX
Principal Blue Chip Fund
1W: -1.0%
1M: -1.9%
3M: +1.6%
YTD: +0.1%
1Y: -18.4%
3Y: +30.1%
5Y: +7.5%
$41.84
+0.27 (+0.65%)
Weekly Expected Move ±1.9%
$40
$41
$42
$42
$43
Similar ETFs
20 peers by holdings overlap (40 holdings)
ROGSX
Red Oak Technology Select Fund
54.9%
Shared23 holdings
Total28
AUM$843M
Price$65.74
BUFGX
Buffalo Growth
52.7%
Shared17 holdings
Total38
AUM$175M
Price$39.12
HACAX
Harbor Capital Appreciation Fund Institutional Class
51.1%
Shared18 holdings
Total45
AUM$26.6B
Price$129.68
TPLGX
T. Rowe Price Institutional Large Cap Core Growth Fund
50.6%
Shared16 holdings
Total58
AUM$6.7B
Price$74.83
TRBCX
T. Rowe Price Blue Chip Growth Fund
50.6%
Shared16 holdings
Total58
AUM$110.7B
Price$220.85
NGUAX
Neuberger Large Cap Growth Fund Investor Class
48.9%
Shared16 holdings
Total49
AUM$2.8B
Price$32.74
VWUSX
Vanguard U.S. Growth Fund Investor Shares
48.5%
Shared21 holdings
Total102
AUM$47.8B
Price$79.17
BDAFX
Baron Durable Advantage Fund Retail Shares
48.4%
Shared16 holdings
Total30
AUM$521M
Price$35.08
QGRPX
UBS US Quality Growth At Rsnbl Prc P
48.1%
Shared14 holdings
Total31
AUM$314M
Price$19.70
APGAX
AB Large Cap Growth Fund Class A
47.9%
Shared13 holdings
Total59
AUM$14.2B
Price$103.25
JPGSX
JPMorgan U.S. GARP Equity Fund Class I
46.9%
Shared20 holdings
Total91
AUM$1.6B
Price$71.29
FMAGX
Fidelity Magellan
46.8%
Shared19 holdings
Total51
AUM$25.6B
Price$15.65
PGWAX
Virtus Silvant Focused Growth Fund CL A
46.5%
Shared11 holdings
Total25
AUM$1.9B
Price$102.61
JAMRX
Janus Henderson Research Fund
46.3%
Shared16 holdings
Total81
AUM$31.4B
Price$97.77
POGAX
Putnam Large Cap Growth Fund;A
46.2%
Shared17 holdings
Total45
AUM$15.3B
Price$80.87
TWCGX
American Century Growth Investor Class
45.7%
Shared19 holdings
Total72
AUM$16.0B
Price$62.16
PRGFX
T. Rowe Price Growth Stock Fund
45.6%
Shared17 holdings
Total67
AUM$90.6B
Price$114.70
TWCUX
American Century Ultra Investor Class
45.6%
Shared16 holdings
Total63
AUM$28.0B
Price$102.14
FSPGX
Fidelity Large Cap Growth Idx
45.4%
Shared31 holdings
Total386
AUM$49.5B
Price$49.87
BBGLX
Bridge Builder Large Cap Growth
45.3%
Shared25 holdings
Total308
AUM$31.8B
Price$28.15
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PBCKX | $7.5B | 38 | 70.0% | 13.6 | 4.0 | 3.9 | 33.9% | 28.4% | 1.24% | +11.1% | +49.5% | 58.4 | 6.3 |
| ROGSX | $843M | 28 | 169.7% | 16.8 | 5.4 | 5.5 | 39.0% | 32.7% | 0.76% | +25.7% | +47.0% | 60.3 | 6.3 |
| BUFGX | $175M | 38 | 67.1% | 10.4 | 3.3 | 3.6 | 37.6% | 34.8% | 0.45% | +18.6% | +38.2% | 59.7 | 6.2 |
| HACAX | $26.6B | 45 | 58.7% | 9.7 | 3.2 | 3.5 | 38.8% | 35.6% | 0.63% | +29.0% | +48.0% | 54.8 | 6.2 |
| TPLGX | $6.7B | 58 | 65.6% | 11.4 | 3.6 | 3.9 | 37.2% | 34.2% | 0.65% | +19.4% | +42.1% | 63.0 | 6.2 |
| TRBCX | $110.7B | 58 | 66.1% | 11.4 | 3.6 | 3.9 | 37.2% | 34.2% | 0.65% | +19.4% | +42.1% | 63.0 | 6.2 |
| NGUAX | $2.8B | 49 | 53.6% | 15.6 | 4.9 | 4.7 | 37.5% | 29.8% | 0.84% | +24.6% | +35.9% | 55.0 | 6.3 |
| VWUSX | $47.8B | 102 | 54.2% | 10.3 | 3.3 | 3.6 | 37.9% | 35.3% | 0.59% | +22.3% | +43.4% | 61.2 | 6.3 |
| BDAFX | $521M | 30 | 59.1% | 3.9 | 1.3 | 1.7 | 39.6% | 44.9% | 1.09% | +21.7% | +35.4% | 61.1 | 6.4 |
| QGRPX | $314M | 31 | 64.7% | 5.6 | 1.9 | 2.3 | 39.3% | 41.9% | 0.75% | +20.1% | +43.6% | 67.0 | 6.7 |
| APGAX | $14.2B | 59 | 60.7% | 9.1 | 3.0 | 3.4 | 39.5% | 37.5% | 0.64% | +24.3% | +43.4% | 63.3 | 6.3 |