Principal Real Estate Securities Fund Institutional Class PIREX

Morningstar Medalist Rating
  • NAV / 1-Day Return $30.04  /  +0.33 %
  • Fund Size $6.4B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Real Estate
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 2.36%
  • Turnover Ratio 19%

Morningstar’s Analysis PIREX

Will PIREX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

An experienced team with a thorough approach to real estate.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Principal Real Estate Securities is shepherded by an experienced set of managers consistently executing a systematic approach to US real estate.

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Portfolio Holdings PIREX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

10.03 633M
Real Estate

Equinix Inc

9.63 608M
Real Estate

American Tower Corp

7.66 484M
Real Estate

Ventas Inc

5.99 378M
Real Estate

Prologis Inc

5.57 352M
Real Estate

Extra Space Storage Inc

4.47 283M
Real Estate

Digital Realty Trust Inc

4.01 253M
Real Estate

Vivmark Residential

3.69 233M
Real Estate

Essex Property Trust Inc

3.14 198M
Real Estate

American Homes 4 Rent Class A

2.92 184M
Real Estate

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