PGBFX Mutual Fund
PGBFX Mutual Fund
NAV$44.67
AUM$3M
TER0.95%
Holdings38
See how much of PGBFX you already own
PGBFX Mutual Fund
NAV$44.67
Principal Blue Chip Fund Class R4
AUM$3M
TER0.95%
Holdings38
See how much of PGBFX you already own
See how much of PGBFX you already own
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PGBFX Mutual Fund Overview
PGBFX Mutual Fund (Principal Blue Chip Fund Class R4) is managed by Principal Funds with $2.5M in net assets. PGBFX expense ratio is 0.95%, holding 38 positions across various sectors. Inception date: 2016-03-29.
PGBFX performance shows a YTD return of 24.30%. The 1-year return is 27.70% and the 5-year return is 15.23%.
PGBFX top holdings include a diversified portfolio. Go to all PGBFX holdings, PGBFX sectors, or PGBFX dividends.
PGBFX can be compared against other funds. Use PGBFX overlap to find shared positions, or PGBFX vs another fund for a side-by-side view. PGBFX alternatives are available via the screener, along with tax-loss harvesting opportunities.