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 $222.5M in net assets. PBLCX expense ratio is 1.67%, holding 38 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2013-09-30.
PBLCX performance shows a YTD return of -0.09%. The 1-year return is -3.92% and the 5-year return is 5.80%. PBLCX dividend yield stands at 23.86%, paid annually.
PBLCX top holdings include Microsoft Corp (12.8%), Amazon.Com Inc (11.8%), Nvidia Corp. (10.1%), Brookfield Corp (7.2%), Broadcom Inc (5.1%). 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.