Nasdaq - Delayed Quote USD

Principal Global Real Estate Sec Instl (POSIX)

9.18
-0.19
(-2.03%)
At close: 8:01:59 PM EDT
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  • Previous Close 9.37
  • YTD Return 4.06%
  • Expense Ratio 0.95%
  • Category Global Real Estate
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.74B
  • Beta (5Y Monthly) 1.08
  • Yield 2.47%
  • 5y Average Return --
  • Holdings Turnover 27.50%
  • Last Dividend 0.23
  • Inception Date Oct 1, 2007

Under normal circumstances, 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. For the fund's investment policies, a real estate company has at least 50% of its assets, income or profits derived from products or services related to the real estate industry.

Principal Funds

Fund Family

Global Real Estate

Fund Category

1.74B

Net Assets

2007-10-01

Inception Date

More about Principal Global Real Estate Sec Instl

Performance Overview: POSIX

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Trailing returns as of 4/3/2025. Category is Global Real Estate.

YTD Return

POSIX
4.06%
Category
14.32%
 

1-Year Return

POSIX
9.98%
Category
32.33%
 

3-Year Return

POSIX
2.26%
Category
7.75%
 

5-Year Return

POSIX
1.43%
Category
6.57%
 

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Holdings: POSIX

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Sector Weightings

SectorPOSIX
Real Estate   99.06%
Technology   0.60%
Consumer Cyclical   0.34%
Basic Materials   0.00%
Consumer Defensive   0.00%
Communication Services   0.00%
Financial Services   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%
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Recent News: POSIX

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Research Reports: POSIX

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