• FirefoxInstall the new Firefox »
  •  Dow Up 0.19% Nasdaq Up 0.57%

    Principal Global Real Estate Sec A (POSAX)

    9.08 Up 0.05(0.55%) Mar 27
    Prev Close:9.03
    YTD Return*:4.51%
    Net Assets*:2.94B
    Yield*:2.25%

    * As of 28-Feb-15

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

    Headlines

    ยป More Headlines for POSAX

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG6.415.12
    ESS3.158.98
    MTSFF2.872.16
    MITEF2.856.60
    VTR2.694.45

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.94B
    Category:Global Real Estate
    Annual Report Expense Ratio (net):1.32%

    Performance & Risk

    YTD Return:4.51%
    5y Avg Return:14.14%
    Rank in Category (ytd):52
    % Rank in Category (ytd):21.14%
    Beta (3y):0.70
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks to generate a total return. 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 each purchase. It invests in equity securities of small, medium, and large market capitalization companies. The fund typically invests in foreign securities of at least three countries and at least 30% of its assets in foreign securities. It is non-diversified. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback