PGBGX Mutual Fund
PGBGX Mutual Fund
PGBGX Mutual Fund
Principal Blue Chip Fund Class R5
PGBGX Mutual Fund Overview
PGBGX Mutual Fund (Principal Blue Chip Fund Class R5) is managed by Principal Funds with $27.7M in net assets. PGBGX expense ratio is 0.82%, holding 38 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2016-03-29.
PGBGX performance shows a YTD return of -2.18%. The 1-year return is -5.25% and the 5-year return is 4.20%.
PGBGX 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 PGBGX holdings, PGBGX sectors, or PGBGX dividends.
PGBGX can be compared against other funds. Use PGBGX overlap to find shared positions, or PGBGX vs another fund for a side-by-side view. PGBGX alternatives are available via the screener, along with tax-loss harvesting opportunities.