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 $1.05B in net assets. PBLAX expense ratio is 0.92%, holding 40 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2013-09-30.
PBLAX performance shows a YTD return of -1.48%. The 1-year return is 2.01% and the 5-year return is 10.88%. PBLAX dividend yield stands at 22.59%, paid annually.
PBLAX top holdings include Microsoft Corp (14.9%), Amazon.Com Inc (11.7%), Nvidia Corp. (7.3%), Brookfield Corp (6.9%), Transdigm Group Inc. (5.4%). 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.