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 $239.0M in net assets. PBCJX expense ratio is 0.75%, holding 38 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2017-09-11.
PBCJX performance shows a YTD return of 0.44%. The 1-year return is -3.03% and the 5-year return is 6.66%. PBCJX dividend yield stands at 20.24%, paid annually.
PBCJX top holdings include Microsoft Corp (12.8%), Amazon.Com Inc (11.8%), Nvidia Corp. (10.1%), Brookfield Corp (7.2%), Broadcom Inc (5.1%). 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.