Nasdaq - Delayed Quote USD

Principal Blue Chip Fund (PGBEX)

38.31
-2.45
(-6.01%)
As of 8:06:56 AM EDT. Market Open.
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  • Previous Close 40.76
  • YTD Return -4.51%
  • Expense Ratio 1.13%
  • Category Large Growth
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 10.51B
  • Beta (5Y Monthly) 1.15
  • 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 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 also invests in securities of foreign companies.

Principal Funds

Fund Family

Large Growth

Fund Category

10.51B

Net Assets

2013-09-30

Inception Date

More about Principal Blue Chip Fund

Performance Overview: PGBEX

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Trailing returns as of 4/3/2025. Category is Large Growth.

YTD Return

PGBEX
4.51%
Category
12.38%
 

1-Year Return

PGBEX
5.10%
Category
41.70%
 

3-Year Return

PGBEX
8.35%
Category
22.56%
 

5-Year Return

PGBEX
16.43%
Category
21.98%
 

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Holdings: PGBEX

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Sector Weightings

SectorPGBEX
Financial Services   25.78%
Technology   21.99%
Consumer Cyclical   17.27%
Communication Services   11.32%
Industrials   9.13%
Healthcare   8.13%
Basic Materials   3.23%
Real Estate   1.87%
Consumer Defensive   1.28%
Utilities   0.00%
Energy   0.00%
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Recent News: PGBEX

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Research Reports: PGBEX

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