PGBHX Mutual Fund
PGBHX Mutual Fund
PGBHX Mutual Fund
Principal Blue Chip Fund Class R6
PGBHX Mutual Fund Overview
PGBHX Mutual Fund (Principal Blue Chip Fund Class R6) is managed by Principal Funds with $2.63B in net assets. PGBHX expense ratio is 0.57%, holding 38 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2017-01-03.
PGBHX performance shows a YTD return of 0.07%. The 1-year return is -2.23% and the 5-year return is 7.15%.
PGBHX 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 PGBHX holdings, PGBHX sectors, or PGBHX dividends.
PGBHX can be compared against other funds. Use PGBHX overlap to find shared positions, or PGBHX vs another fund for a side-by-side view. PGBHX alternatives are available via the screener, along with tax-loss harvesting opportunities.