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Principal Blue Chip R6 (PGBHX)

44.32
+0.26
+(0.59%)
At close: 8:01:57 PM EDT
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  • Previous Close 44.06
  • YTD Return 1.11%
  • Expense Ratio 0.57%
  • Category Large Growth
  • Last Cap Gain 48.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 11.31B
  • Beta (5Y Monthly) 1.15
  • Yield 0.11%
  • 5y Average Return --
  • Holdings Turnover 14.70%
  • Last Dividend 0.05
  • Inception Date Sep 11, 2017

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

11.31B

Net Assets

2017-09-11

Inception Date

Performance Overview: PGBHX

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Trailing returns as of 3/31/2025. Category is Large Growth.

YTD Return

PGBHX
1.11%
Category
12.38%
 

1-Year Return

PGBHX
14.02%
Category
41.70%
 

3-Year Return

PGBHX
11.80%
Category
22.56%
 

5-Year Return

PGBHX
15.51%
Category
21.98%
 

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Holdings: PGBHX

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Sector Weightings

SectorPGBHX
Technology   21.99%
Industrials   9.13%
Healthcare   8.13%
Real Estate   1.87%
Utilities   0.00%
Energy   0.00%

Recent News: PGBHX

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Research Reports: PGBHX

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