Skip to Content

Principal Global Real Estate Sec Instl POSIX

Analyst rating as of
NAV / 1-Day Return
11.23  /  0.53 %
Total Assets
3.2 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Average
Longest Manager Tenure
14.31 years
Category
Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
2.05%
Turnover
26%
Premium

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

| |

Principal Global Real Estate Securities’ seasoned management team employs a thoughtful process that they have executed well. Its Institutional and R6 shares earn a Morningstar Analyst Rating of Silver, while most of the other share classes earn a Bronze rating, and the C shares get Neutral.

Unlock our full analysis with Morningstar Premium