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PBLCX Principal Blue Chip C

3 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund PBLCX Principal Blue Chip C CFGRX Commerce Growth JENSX Jensen Quality Growth J  
Similarity
?
100% 88% 85%
Annual Fees
?
$221.83
(2.10% Exp. Ratio)
$86.62
(0.82% Exp. Ratio)
$92.96
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$27,397.03 $40,452.55 $39,724.79
Est. savings over 30 yrs +$13,055.52 +$12,327.75
Return
As of 10/31/16
1 YR RETURN 5.63%
3 YR 8.32%
5 YR --
10 YR --
1 YR RETURN 5.64%
3 YR 10.41%
5 YR 13.64%
10 YR 6.88%
1 YR RETURN 7.38%
3 YR 9.23%
5 YR 13.05%
10 YR 7.48%
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 at the time of each purchase. It invests in foreign securities. The fund invests in growth equity securities; growth orientation emphasizes buying equity securities of companies whose potential for growth of capital and earnings is expected to be above average.
The investment seeks capital appreciation. The fund normally invests at least 65% of its total assets in stocks, primarily common stock. It invests principally in stocks of companies that have had below average price volatility in the past. The fund may invest a significant amount of its assets from time to time in the technology sector. It generally purchases common stock of companies whose characteristics are comparable to those included in the Russell 1000® Growth Index.
The investment seeks long-term capital appreciation. To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Equity securities in which the fund invests as a principal strategy consist primarily of common stocks of U.S. companies. It may purchase securities when they are priced below their intrinsic values as determined by the Adviser. The fund may sell all or part of its position in a company when the Adviser has determined that another qualifying security has a greater opportunity to achieve the fund's objective. It is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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