PGBEX Mutual Fund (Principal Blue Chip Fund Class R3) is managed by Principal Funds with $20.7M in net assets. PGBEX expense ratio is 1.13%, holding 40 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2016-03-29.

PGBEX performance shows a YTD return of -4.10%. The 1-year return is -4.18% and the 5-year return is 6.03%. PGBEX dividend yield stands at 22.12%, paid annually.

PGBEX 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 PGBEX holdings, sector breakdown, or dividend history.

PGBEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGBEX alternatives are available via the screener, along with tax-loss harvesting opportunities.