PGBEX Mutual Fund (Principal Blue Chip Fund Class R3) is managed by Principal Funds with $19.7M in net assets. PGBEX expense ratio is 1.13%, holding 40 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2016-03-29.

PGBEX performance shows a YTD return of -1.50%. The 1-year return is 1.78% and the 5-year return is 10.67%. PGBEX dividend yield stands at 22.90%, paid annually.

PGBEX 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 PGBEX holdings, sector breakdown, or dividend history.

PGBEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGBEX alternatives are available via the screener, along with tax-loss harvesting opportunities.