Skip to Content

Principal Blue Chip R-6 PGBHX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 43.83  /  +0.23 %
  • Total Assets 11.2 Bil
  • Adj. Expense Ratio
    0.570%
  • 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 25, 2024 | 1-Day Return as of May 25, 2024, 12:01 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.

It’s got what it takes.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Lead manager Bill Nolin and his team have the approach and the track record to compete in large-growth stock investing.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PGBHX

  • 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