Principal Global Real Estate Securities features a seasoned management team who have achieved a strong long-term track record with a disciplined but flexible approach to global real estate investing. The Institutional shares, which have the bulk of fund assets, earn a Morningstar Analyst Rating of Silver, while the pricier share classes mostly earn Bronze ratings.
Will PGRSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGRSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PGRSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PGRSX’s parent organization’s priorities and whether they’re in line with investors’ interests.