Principal Global Real Estate Sec Inst
Principal Funds Inc Principal Financial Group 711 High St Des Moines, IA 50392
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Phone: 800-222-5852
| Category: | Global Real Estate | | Fund Family: | Principal Funds | | Net Assets: | 1.17M | | Year-to-Date Return: | 31.58% | | Yield: | 4.57% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Oct-07 |
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Chris Lepherd
Lead Manager since
01-Oct-07 | | | Lepherd serves as director, portfolio management at Principal Global Investors (Australia) and is a senior member of the firm's property securities team. Prior to joining the firm in April 2003 he had 12 years of property and investment banking experience across a broad spectrum. Prior to that, he was a senior equities analyst with Bankers Trust Australia. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to generate a total return. The fund invests at least 80% of net assets (plus any borrowing for investment purposes) in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry ("real estate companies"), which include real estate companies with at least 50% of assets, income or profits derived from products or services related to the real estate industry. It is nondiversified. |
| Last Dividend
(30-Sep-09):
| 0.08 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.50% |
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| Expense | POSIX | Category
Avg | | Total Expense Ratio: | %
| 1.51% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.97% | | Max Deferred Sales Load: | %
| 2.03% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $767 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,248 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,524 |
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