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Principal Global Real Estate Sec A (POSAX)

8.80 Up 0.08(0.92%) May 17

Prev Close:8.72
YTD Return*:3.10%
Net Assets*:1.23B
Yield*:4.82%

* As of 28-Feb-13

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

Top Holdings

Symbol% AssetsYTD Return %
SPG6.211.93
WEFIF.AX3.5019.37
PLD3.057.67
88022.99-2.16
88012.721.20
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:1.23B
Category:Global Real Estate
Annual Report Expense Ratio (net):1.45%
Fund Profile | Holdings

Performance & Risk

YTD Return:3.10%
5y Avg Return:4.14%
Rank in Category (ytd):29
% Rank in Category (ytd):14.43%
Beta (3y):1.00
Morningstar Risk Rating:3
Performance Details | Risk Details

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 U.S. and non-U.S. companies principally engaged in the real estate industry. It invests in equity securities of small, medium, and large market capitalization companies. The fund invests a significant percentage of its portfolio in REITs and foreign REIT-like entities. It typically has investments located in a number of different countries, including the U.S. and countries with emerging securities markets. The fund is non-diversified. View More
Fund Profile
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