PBCKX Mutual Fund
PBCKX Mutual Fund
PBCKX Mutual Fund
Principal Blue Chip Fund Institutional
PBCKX Mutual Fund Overview
PBCKX Mutual Fund (Principal Blue Chip Fund Institutional) is managed by Principal Funds with $2.29B in net assets. PBCKX expense ratio is 0.66%, holding 38 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2012-06-14.
PBCKX performance shows a YTD return of -2.05%. The 1-year return is -5.11% and the 5-year return is 4.37%.
PBCKX 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 PBCKX holdings, PBCKX sectors, or PBCKX dividends.
PBCKX can be compared against other funds. Use PBCKX overlap to find shared positions, or PBCKX vs another fund for a side-by-side view. PBCKX alternatives are available via the screener, along with tax-loss harvesting opportunities.