Dow Down 0.56% Nasdaq Down 0.79%

Principal Global Real Estate Sec A (POSAX)

8.63 Up 0.05(0.58%) May 4
Prev Close:8.58
YTD Return*:3.10%
Net Assets*:3.11B
Yield*:1.83%

* As of 31-Mar-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
SPG7.23N/A
ESS3.18N/A
AVB3.14N/A
MTSFF3.08N/A
PLD3.01N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:3.11B
Category:Global Real Estate
Annual Report Expense Ratio (net):1.32%

Performance & Risk

YTD Return:3.10%
5y Avg Return:8.32%
Rank in Category (ytd):77
% Rank in Category (ytd):28.1%
Beta (3y):0.75
Morningstar Risk Rating:3

Fund Summary

The investment seeks to generate a total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry at the time of purchase. For the fund's investment policies, a real estate company has at least 50% of its assets, income or profits derived from products or services related to the real estate industry. The fund is non-diversified. View More
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