PBCKX Mutual Fund

PBCKX Mutual Fund (Principal Blue Chip Fund Institutional) is managed by Principal Funds with $2.46B in net assets. PBCKX expense ratio is 0.66%, holding 38 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2012-06-14.

PBCKX performance shows a YTD return of 0.48%. The 1-year return is -2.95% and the 5-year return is 5.90%. PBCKX dividend yield stands at 19.94%, paid annually.

PBCKX top holdings include Microsoft Corp 4.100 Feb 06 37 (12.8%), Amazon.Com Inc (11.8%), Nvidia Corp. (10.1%), Broadcom Inc (5.1%), Mastercard Inc (4.9%). 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.