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 44.30 / +1.26 %
- Total Assets 11.2 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 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 56.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.38 | 1.4 Bil | Technology |
Amazon.com Inc | 8.77 | 997.1 Mil | Consumer Cyclical |
Alphabet Inc Class C | 5.99 | 681.4 Mil | Communication Services |
TransDigm Group Inc | 4.67 | 531.7 Mil | Industrials |
Brookfield Corp Registered Shs -A- Limited Vtg | 4.58 | 521.1 Mil | Financial Services |
Mastercard Inc Class A | 4.51 | 512.7 Mil | Financial Services |
Visa Inc Class A | 4.14 | 471.2 Mil | Financial Services |
Intuit Inc | 4.04 | 459.9 Mil | Technology |
Netflix Inc | 3.80 | 431.7 Mil | Communication Services |
Progressive Corp | 3.79 | 431.3 Mil | Financial Services |