Lead manager Bill Nolin and his team have the approach and the track record to compete in large-growth stock investing.
Principal Blue Chip R6 PGBHX
- NAV / 1-Day Return 44.67 / −0.71 %
- Total Assets 11.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.570%
- Distribution Fee Level 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 Jun 29, 2024 | 1-Day Return as of Jun 29, 2024, 12:24 AM 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 57.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 11.94 | 1.3 Bil | Technology |
Amazon.com Inc | 8.31 | 910.4 Mil | Consumer Cyclical |
Alphabet Inc Class C | 5.90 | 646.2 Mil | Communication Services |
TransDigm Group Inc | 5.14 | 563.3 Mil | Industrials |
Brookfield Corp Registered Shs -A- Limited Vtg | 4.98 | 545.8 Mil | Financial Services |
Mastercard Inc Class A | 4.76 | 521.0 Mil | Financial Services |
Visa Inc Class A | 4.47 | 489.4 Mil | Financial Services |
Progressive Corp | 4.10 | 449.0 Mil | Financial Services |
Netflix Inc | 3.75 | 410.7 Mil | Communication Services |
Intuit Inc | 3.68 | 403.4 Mil | Technology |