PGBGX Mutual Fund

PGBGX Mutual Fund (Principal Blue Chip Fund Class R5) is managed by Principal Funds with $29.8M in net assets. PGBGX expense ratio is 0.82%, holding 38 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2016-03-29.

PGBGX performance shows a YTD return of 0.37%. The 1-year return is -3.11% and the 5-year return is 5.73%. PGBGX dividend yield stands at 20.33%, paid annually.

PGBGX top holdings include Microsoft Corp 4.100 Feb 06 37 (12.8%), Amazon.Com Inc (11.8%), Nvidia Corp. (10.1%), Broadcom Inc (5.1%), Mastercard Inc (4.9%). 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.