Principal Diversified Real Asset Fund (PDARX)
- Previous Close
11.61 - YTD Return 3.24%
- Expense Ratio 0.80%
- Category --
- Last Cap Gain -1.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating --
- Net Assets 2.44B
- Beta (5Y Monthly) 1.03
- Yield 2.20%
- 5y Average Return --
- Holdings Turnover 84.00%
- Last Dividend 0.04
- Inception Date Mar 16, 2010
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in investments related to real assets and real asset companies. It allocates its assets among general investment categories related to real assets, which include tangible assets and investments that are expected to perform well in periods of rising or high inflation, such as the following: infrastructure, natural resources, commodities, real estate, inflation-indexed bonds, and floating rate debt.
Principal Funds
Fund Family
--
Fund Category
2.44B
Net Assets
2010-03-16
Inception Date
Performance Overview: PDARX
View MoreTrailing returns as of 5/20/2025.