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Principal Real Estate Securities Inst PIREX

Analyst rating as of
NAV / 1-Day Return
33.43  /  0.57 %
Total Assets
6.7 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.910%
Fee Level
Average
Longest Manager Tenure
20.89 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.99%
Turnover
35%
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Morningstar’s Analysis

Will PIREX outperform in future?

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

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

Senior Analyst

Summary

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Principal Real Estate Securities remains a solid choice among U.S. REIT funds, with experienced managers and a thoughtful, flexible process. Its institutional and R6 shares maintain a Morningstar Analyst Rating of Bronze, while the more expensive shares earn a Neutral rating.

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