PGBGX Mutual Fund (Principal Blue Chip Fund Class R5) is managed by Principal Funds with $29.7M in net assets. PGBGX expense ratio is 0.82%, holding 40 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2016-03-29.

PGBGX performance shows a YTD return of -4.98%. The 1-year return is -3.89% and the 5-year return is 6.33%. PGBGX dividend yield stands at 21.25%, paid annually.

PGBGX top holdings include Microsoft Corp (14.6%), Amazon.Com Inc (12.0%), Nvidia Corp. (8.8%), Brookfield Corp (7.4%), Transdigm Group Inc. (5.0%). View all PGBGX holdings, sector breakdown, or dividend history.

PGBGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGBGX alternatives are available via the screener, along with tax-loss harvesting opportunities.