PBLAX Mutual Fund
PBLAX Mutual Fund
PBLAX Mutual Fund
Principal Blue Chip Fund Class A
PBLAX Mutual Fund Overview
PBLAX Mutual Fund (Principal Blue Chip Fund Class A) is managed by Principal Funds with $957.0M in net assets. PBLAX expense ratio is 0.92%, holding 40 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2013-09-30.
PBLAX performance shows a YTD return of -0.20%. The 1-year return is -2.59% and the 5-year return is 5.42%.
PBLAX top holdings include Microsoft Corp (11.6%), Nvidia Corp (10.4%), Amazon.Com Inc (8.6%), Brookfield Corp (7.2%), Broadcom Inc (5.2%). Go to all PBLAX holdings, PBLAX sectors, or PBLAX dividends.
PBLAX can be compared against other funds. Use PBLAX overlap to find shared positions, or PBLAX vs another fund for a side-by-side view. PBLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.