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Principal Global Real Estate Sec R4 PGRVX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Principal Investment Hub

Morningstar’s Analysis PGRVX

Will PGRVX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGRVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PGRVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PGRVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A flexible global real estate fund with good long-term results.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Principal Global Real Estate Securities is run by a seasoned, capable team using a strategy that has been quietly effective over the long term. It maintains Pillar ratings of Above Average for both People and Process.

by David Kathman
Rated on Published on

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