PBCKX Mutual Fund (Principal Blue Chip Fund Institutional) is managed by Principal Funds with $2.40B in net assets. PBCKX expense ratio is 0.66%, holding 40 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2012-06-14.

PBCKX performance shows a YTD return of -3.88%. The 1-year return is -3.74% and the 5-year return is 6.49%. PBCKX dividend yield stands at 20.85%, paid annually.

PBCKX 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 PBCKX holdings, sector breakdown, or dividend history.

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