PGBEX Mutual Fund
NAV$40.86
AUM$21M
TER1.13%
Holdings40
PGBEX Mutual Fund
NAV$40.86
Principal Blue Chip Fund Class R3
AUM$21M
TER1.13%
Holdings40
PGBEX Mutual Fund Sector Allocation
PGBEX sector allocation breaks down across Information Technology (37.7%), Financials (17.7%), Communication Services (16.0%), Industrials (8.1%), Health Care (3.9%). Across 40 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
PGBEX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
PGBEX geographic allocation shows country exposure. PGBEX overlap calculator reveals how sector exposure compares with other funds.