PBCJX Mutual Fund
PBCJX Mutual Fund
Principal Blue Chip Fund Class J
PBCJX Mutual Fund Overview
PBCJX Mutual Fund (Principal Blue Chip Fund Class J) is managed by Principal Funds with $224.4M in net assets. PBCJX expense ratio is 0.75%, holding 40 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2017-09-11.
PBCJX performance shows a YTD return of -3.91%. The 1-year return is -3.83% and the 5-year return is 6.40%. PBCJX dividend yield stands at 21.16%, paid annually.
PBCJX 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 PBCJX holdings, sector breakdown, or dividend history.
PBCJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBCJX alternatives are available via the screener, along with tax-loss harvesting opportunities.