PBCKX Mutual Fund (Principal Blue Chip Fund Institutional) is managed by Principal Funds with $2.68B in net assets. PBCKX expense ratio is 0.66%, holding 40 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2012-06-14.

PBCKX performance shows a YTD return of -1.47%. The 1-year return is 2.28% and the 5-year return is 11.16%. PBCKX dividend yield stands at 21.62%, paid annually.

PBCKX 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 PBCKX holdings, sector breakdown, or dividend history.

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