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Principal Global Real Estate Sec Instl POSIX

Analyst rating as of
NAV / 1-Day Return
10.82  /  0.84 %
Total Assets
3.8 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Average
Longest Manager Tenure
13.60 years
Category
Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.02%
Turnover
42%
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Morningstar’s Analysis

Will POSIX outperform in future?

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

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

Senior Analyst

Summary

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

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