PGBHX Mutual Fund
PGBHX Mutual Fund
Principal Blue Chip Fund Class R6
PGBHX Mutual Fund Overview
PGBHX Mutual Fund (Principal Blue Chip Fund Class R6) is managed by Principal Funds with $3.76B in net assets. PGBHX expense ratio is 0.57%, holding 40 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2017-01-03.
PGBHX performance shows a YTD return of -3.82%. The 1-year return is -3.62% and the 5-year return is 6.57%. PGBHX dividend yield stands at 20.68%, paid annually.
PGBHX 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 PGBHX holdings, sector breakdown, or dividend history.
PGBHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGBHX alternatives are available via the screener, along with tax-loss harvesting opportunities.