PBLCX Mutual Fund
PBLCX Mutual Fund
Principal Blue Chip Fund Class C
PBLCX Mutual Fund Overview
PBLCX Mutual Fund (Principal Blue Chip Fund Class C) is managed by Principal Funds with $209.9M in net assets. PBLCX expense ratio is 1.67%, holding 40 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2013-09-30.
PBLCX performance shows a YTD return of -4.35%. The 1-year return is -4.71% and the 5-year return is 5.54%. PBLCX dividend yield stands at 24.92%, paid annually.
PBLCX top holdings include Microsoft Corp 4.100 Feb 06 37 (12.8%), Amazon.Com Inc (11.8%), Nvidia Corp (10.1%), Brookfield Corp (7.2%), Broadcom Inc (5.1%). View all PBLCX holdings, sector breakdown, or dividend history.
PBLCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBLCX alternatives are available via the screener, along with tax-loss harvesting opportunities.