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Principal Real Estate Securities R3 (PRERX)

19.92 Down 0.16(0.80%) Sep 18
Prev Close:19.92
YTD Return*:20.79%
Net Assets*:1.92B
Yield*:1.15%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for PRERX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG11.4021.49
ESS4.8336.28
BXP4.5622.08
PLD4.4512.50
SLG4.2519.32

Fund Basics

Morningstar Overall Rating:
Total Assets:1.92B
Category:Real Estate
Annual Report Expense Ratio (net):1.40%

Performance & Risk

YTD Return:20.79%
5y Avg Return:18.14%
Rank in Category (ytd):28
% Rank in Category (ytd):10.04%
Beta (3y):0.87
Morningstar Risk Rating:3

Fund Summary

The investment seeks to generate a total return. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of 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 concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. It can invest a higher percentage of assets in securities of individual issuers than a diversified fund. The fund is non-diversified. View More
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