Blue Chip FundPGBHX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$8.5B
Expense ratio
0.57%
1-year return
+0.5%
3 years, a year
+14.8%
5 years, a year
+5.8%
Holdings
40

What it aims to do.

The Fund seeks long-term growth of capital.

Top 10 holdings.

Holding% of fund
MSFT Microsoft Corp14.61%
AMZN Amazon.com Inc11.97%
NVDA NVIDIA Corp8.85%
BN Brookfield Corp7.40%
TDG TransDigm Group Inc4.98%
MA Mastercard Inc4.93%
V Visa Inc4.60%
META Meta Platforms Inc4.52%
AVGO Broadcom Inc4.27%
GOOG Alphabet Inc - C Shares3.91%

More on PGBHX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.