Principal Real Estate Securities A
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Real Estate | | Fund Family: | Principal Funds | | Net Assets: | 66.37M | | Year-to-Date Return: | 16.69% | | Yield: | 2.34% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-05 |
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Kelly D. Rush
Lead Manager since
06-Dec-00 | | | Rush directs the Real Estate Investment Trust (REIT) activity for Principal Real Estate Investors, LLC. He has been managing the real estate stock portfolio since 1997. Previously, he participated in structuring commercial mortgage loans for public real estate companies and the analysis of real estate investment trust issued bonds. He has been with the real estate investment area of the firm since 1987. Rush holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to generate a total return. The fund normally invests at least 80% of the net assets (plus any borrowings for investment purposes) in equity securities of companies principally engaged in the real estate industry, which include real estate investment trusts and companies with substantial real estate holdings such as paper, lumber, hotel and entertainment companies. It is nondiversified. |
| Last Dividend
(30-Sep-09):
| 0.04 | | Last Cap Gain
(6-Dec-07):
| 5.73 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 109.25% |
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| Expense | PRRAX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.44% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.41% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 956 | $633 | | 5 Yr Expense Projection*: |
$ 1,261 | $984 | | 10 Yr Expense Projection*: |
$ 2,126 | $1,953 |
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