PBCJX Mutual Fund
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 $212.5M in net assets. PBCJX expense ratio is 0.75%, holding 38 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2017-09-11.
PBCJX performance shows a YTD return of -2.12%. The 1-year return is -5.21% and the 5-year return is 4.26%.
PBCJX top holdings include Nvidia Corp (13.3%), Microsoft Corp (9.7%), Amazon.Com Inc (8.1%), Brookfield Corp (7.2%), Meta Platforms Inc (5.8%). Go to all PBCJX holdings, PBCJX sectors, or PBCJX dividends.
PBCJX can be compared against other funds. Use PBCJX overlap to find shared positions, or PBCJX vs another fund for a side-by-side view. PBCJX alternatives are available via the screener, along with tax-loss harvesting opportunities.