Principal Global Real Estate Sec A (POSAX)
7.83 0.03(0.38%) Dec 12
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Category:||Global Real Estate|
|Annual Report Expense Ratio (net):||1.45%|
Performance & Risk
|5y Avg Return:||17.77%|
|Rank in Category (ytd):||18|
|% Rank in Category (ytd):||8.96%|
|Morningstar Risk Rating:||3|
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 can invest a higher percentage of assets in securities of individual issuers than a diversified fund. The fund is non-diversified. View More