PBLAX Mutual Fund
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 $978.7M in net assets. PBLAX expense ratio is 0.92%, holding 38 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2013-09-30.
PBLAX performance shows a YTD return of 0.33%. The 1-year return is -3.20% and the 5-year return is 5.61%. PBLAX dividend yield stands at 20.36%, paid annually.
PBLAX top holdings include Amazon.Com Inc (10.6%), Nvidia Corp (10.5%), Microsoft Corp (10.3%), Brookfield Corp (7.3%), Transdigm Group Inc. (5.1%). Go to all PBLAX holdings, PBLAX sectors, or PBLAX dividends.
PBLAX can be compared against other funds. Use PBLAX overlap to find shared positions, or PBLAX vs another fund for a side-by-side view. PBLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.