PBCJX Mutual Fund
PBCJX Mutual Fund
Principal Blue Chip Fund Class J

PBCJX Mutual Fund Overview
PBCJX Mutual Fund (Principal Blue Chip Fund Class J) is managed by Principal Funds with $234.0M in net assets. PBCJX expense ratio is 0.75%, holding 40 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2017-09-11.
PBCJX performance shows a YTD return of -1.47%. The 1-year return is 2.17% and the 5-year return is 11.05%. PBCJX dividend yield stands at 21.93%, paid annually.
PBCJX top holdings include Microsoft Corp (14.9%), Amazon.Com Inc (11.7%), Nvidia Corp. (7.3%), Brookfield Corp (6.9%), Transdigm Group Inc. (5.4%). View all PBCJX holdings, sector breakdown, or dividend history.
PBCJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PBCJX alternatives are available via the screener, along with tax-loss harvesting opportunities.