PBLCX Mutual Fund
PBLCX Mutual Fund
PBLCX Mutual Fund
Principal Blue Chip Fund Class C
PBLCX Mutual Fund Overview
PBLCX Mutual Fund (Principal Blue Chip Fund Class C) is managed by Principal Funds with $182.9M in net assets. PBLCX expense ratio is 1.67%, holding 38 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2013-09-30.
PBLCX performance shows a YTD return of -2.84%. The 1-year return is -6.04% and the 5-year return is 4.28%.
PBLCX 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 PBLCX holdings, PBLCX sectors, or PBLCX dividends.
PBLCX can be compared against other funds. Use PBLCX overlap to find shared positions, or PBLCX vs another fund for a side-by-side view. PBLCX alternatives are available via the screener, along with tax-loss harvesting opportunities.