PGBEX Mutual Fund
PGBEX Mutual Fund
PGBEX Mutual Fund
Principal Blue Chip Fund Class R3
PGBEX Mutual Fund Overview
PGBEX Mutual Fund (Principal Blue Chip Fund Class R3) is managed by Principal Funds with $21.1M in net assets. PGBEX expense ratio is 1.13%, holding 38 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2016-03-29.
PGBEX performance shows a YTD return of -2.42%. The 1-year return is -5.55% and the 5-year return is 3.88%.
PGBEX 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 PGBEX holdings, PGBEX sectors, or PGBEX dividends.
PGBEX can be compared against other funds. Use PGBEX overlap to find shared positions, or PGBEX vs another fund for a side-by-side view. PGBEX alternatives are available via the screener, along with tax-loss harvesting opportunities.