Dow Down 0.92% Nasdaq Down 0.83%

Principal Global Real Estate Sec A (POSAX)

8.33 Down 0.02(0.24%) Oct 22
Prev Close:8.35
YTD Return*:6.56%
Net Assets*:2.21B
Yield*:1.89%

* As of 30-Sep-14

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

Headlines

ยป More Headlines for POSAX

Top Holdings

Symbol% AssetsYTD Return %
SPG6.0117.85
MTSFF3.54-9.68
MITEF3.44-25.60
ESS2.8827.56
SUHJF.HK2.7220.71

Fund Basics

Morningstar Overall Rating:
Total Assets:2.21B
Category:Global Real Estate
Annual Report Expense Ratio (net):1.37%

Performance & Risk

YTD Return:6.56%
5y Avg Return:11.65%
Rank in Category (ytd):47
% Rank in Category (ytd):21.36%
Beta (3y):0.94
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 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
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