Unlock stock picks and a broker-level newsfeed that powers Wall Street.
NasdaqGM - Delayed Quote USD

Principal Real Estate Securities R3 (PRERX)

28.08
+0.04
+(0.14%)
At close: 8:01:59 PM EDT
Loading Chart for PRERX
  • Previous Close 28.04
  • YTD Return 5.58%
  • Expense Ratio 1.37%
  • Category Real Estate
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 6.54B
  • Beta (5Y Monthly) 1.05
  • Yield 1.95%
  • 5y Average Return --
  • Holdings Turnover 31.20%
  • Last Dividend 0.14
  • Inception Date Jan 16, 2007

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry. It invests in equity securities regardless of market capitalization (small, medium or large). The fund concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. It is non-diversified.

Principal Funds

Fund Family

Real Estate

Fund Category

6.54B

Net Assets

2007-01-16

Inception Date

Performance Overview: PRERX

View More

Trailing returns as of 3/31/2025. Category is Real Estate.

YTD Return

PRERX
5.58%
Category
20.43%
 

1-Year Return

PRERX
14.54%
Category
36.79%
 

3-Year Return

PRERX
1.39%
Category
10.81%
 

5-Year Return

PRERX
5.78%
Category
7.03%
 

People Also Watch

Holdings: PRERX

View More

Sector Weightings

SectorPRERX
Real Estate   99.49%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: PRERX

View More

Research Reports: PRERX

View More

Top Mutual Funds