Lead manager Bill Nolin and his team have the approach and the track record to compete in large-growth stock investing.
Principal Blue Chip R-6 PGBHX
- NAV / 1-Day Return 44.12 / +0.32 %
- Total Assets 11.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.570%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.03%
- Turnover 10%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PGBHX
Will PGBHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 11.74 | 1.2 Bil | Technology |
Amazon.com Inc | 8.66 | 904.5 Mil | Consumer Cyclical |
Alphabet Inc Class C | 5.86 | 612.1 Mil | Communication Services |
TransDigm Group Inc | 5.18 | 540.8 Mil | Industrials |
Brookfield Corp Registered Shs -A- Limited Vtg | 4.96 | 517.9 Mil | Financial Services |
Mastercard Inc Class A | 4.55 | 475.2 Mil | Financial Services |
Visa Inc Class A | 4.38 | 457.0 Mil | Financial Services |
Progressive Corp | 4.26 | 444.7 Mil | Financial Services |
Intuit Inc | 3.99 | 416.5 Mil | Technology |
Netflix Inc | 3.32 | 346.7 Mil | Communication Services |