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Principal Global Real Estate Sec Instl POSIX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 8.96  /  −0.11 %
  • Total Assets 1.8 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
  • Status Open
  • TTM Yield 2.70%
  • Turnover 24%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 PM GMT+0

Morningstar’s Analysis POSIX

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 David Kathman

David Kathman

Senior Analyst

Summary

Principal Global Real Estate Securities is run by a seasoned, capable team using a strategy that has been quietly effective over the long term. It maintains Pillar ratings of Above Average for both People and Process.

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Portfolio Holdings POSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

4.87 84.8 Mil
Real Estate

Prologis Inc

4.51 78.5 Mil
Real Estate

Equinix Inc

4.37 76.1 Mil
Real Estate

Extra Space Storage Inc

3.84 66.9 Mil
Real Estate

AvalonBay Communities Inc

3.80 66.1 Mil
Real Estate

Ventas Inc

3.47 60.4 Mil
Real Estate

Invitation Homes Inc

3.06 53.3 Mil
Real Estate

VICI Properties Inc Ordinary Shares

2.90 50.5 Mil
Real Estate

Goodman Group

2.66 46.4 Mil
Real Estate

Mitsui Fudosan Co Ltd

2.51 43.7 Mil
Real Estate