PGBGX Mutual Fund (Principal Blue Chip Fund Class R5) is managed by Principal Funds with $31.2M in net assets. PGBGX expense ratio is 0.82%, holding 40 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2016-03-29.

PGBGX performance shows a YTD return of -1.50%. The 1-year return is 2.09% and the 5-year return is 10.99%. PGBGX dividend yield stands at 22.02%, paid annually.

PGBGX 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 PGBGX holdings, sector breakdown, or dividend history.

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