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Principal Blue Chip Fund (PGBEX)
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46.08 - YTD Return 15.79%
- Expense Ratio 1.14%
- Category Large Growth
- Last Cap Gain 48.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 11.09B
- Beta (5Y Monthly) 1.16
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 14.70%
- Last Dividend 0.03
- Inception Date Sep 30, 2013
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the fund's investment advisor's opinion, display characteristics of a "blue chip" company. The advisor tends to focus on securities of companies that show potential for growth of capital as well as an expectation for above average earnings. The fund invests in securities of foreign companies.
Principal Funds
Fund Family
Large Growth
Fund Category
11.09B
Net Assets
2013-09-30
Inception Date
Performance Overview: PGBEX
View MoreTrailing returns as of 11/21/2024. Category is Large Growth.
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QILGX Federated Hermes MDT Large Cap Growth IS
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Holdings: PGBEX
View MoreTop 10 Holdings (56.20% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPGBEX
Technology 26.57%
Financial Services 25.09%
Consumer Cyclical 13.42%
Communication Services 10.35%
Industrials 9.23%
Healthcare 8.88%
Basic Materials 3.33%
Real Estate 1.99%
Consumer Defensive 1.14%
Utilities 0.00%
Energy 0.00%
Recent News: PGBEX
View MoreResearch Reports: PGBEX
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