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Morningstar

Principal Global Real Estate Sec Instl POSIX

Morningstar Analyst Rating
Analyst rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 9.42  /  0.11 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Real Estate
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.02%
  • Turnover 17%

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis POSIX

Will POSIX 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 POSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the POSIX 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 POSIX’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

Summary

| by David Kathman

Principal Global Real Estate Securities remains a solid choice among global REIT mutual funds. Its institutional and R6 shares earn a Morningstar Analyst Rating of Silver, while the pricier shares are rated Bronze.

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