PGRUX – Principal Global Real Estate Sec R5 Investment Strategy | Morningstar

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Strategy

The investment seeks to generate a total return. 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
POSIX	Principal Global Real Estate Securities Fund Institutional Class	Institutional	Open			Oct 1, 2007	$1.02B	0.940%	Above Average	$0	$1.81M
POSAX	Principal Global Real Estate Securities Fund Class A	Front Load	Open			Oct 1, 2007	$41.52M	1.360%	Above Average	$1,000	−$7.74M
PGRSX	Principal Global Real Estate Securities Fund Class R-6	Retirement, Large	Open			Nov 25, 2014	$454.11M	0.900%	Above Average	$0	−$75.67M
PGRUX	Principal Global Real Estate Securities Fund R-5	Retirement, Large	Open			Mar 1, 2016	$2.53M	1.150%	High	$0	−$8.91M
PGRKX	Principal Global Real Estate Securities Fund R-3	Retirement, Medium	Open			Mar 1, 2016	$992,137.00	1.460%	Above Average	$0	$512,225.05

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