PBLAX Mutual Fund
PBLAX Mutual Fund
Principal Blue Chip Fund Class A
PBLAX Mutual Fund Overview
PBLAX Mutual Fund (Principal Blue Chip Fund Class A) is managed by Principal Funds with $967.7M in net assets. PBLAX expense ratio is 0.92%, holding 40 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2013-09-30.
PBLAX performance shows a YTD return of -4.00%. The 1-year return is -3.98% and the 5-year return is 6.23%. PBLAX dividend yield stands at 21.80%, paid annually.
PBLAX 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 PBLAX holdings, sector breakdown, or dividend history.
PBLAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.