POSAX – Principal Global Real Estate Sec A Fund Stock Price | Morningstar

Morningstar

NAV / 1-Day Return 8.89 / −0.34 %
Total Assets 1.5B
Adj. Expense Ratio

1.360%
Expense Ratio 1.360%
Distribution Fee Level Above Average
Share Class Type Front Load
Category Global Real Estate
Investment Style Mid Blend
Min. Initial Investment 1,000
Status Open
TTM Yield 2.36%
Turnover 22%

USD | NAV as of Oct 06, 2026 | 1-Day Return as of Oct 06, 2026, 12:24 AM GMT+0

Will POSAX outperform in the future?

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Process Pillar

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

The People Pillar is our evaluation of the POSAX 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 POSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A consistent real estate strategy driven by an experienced team.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Principal Global Real Estate Securities is led by experienced managers supported by plentiful resources for their systematic approach.

by Vedran Beogradlija

Rated on Apr 27, 2026 Published on Apr 27, 2026

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Portfolio Holdings POSAX

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