Principal 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.
- NAV / 1-Day Return 25.42 / 2.42 %
- Total Assets 5.8 Bil
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Adj. Expense Ratio
- Expense Ratio 1.090%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Real Estate
- Investment Style Mid Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 2.61%
- Turnover 19%
Morningstar’s Analysis PREJX
Will PREJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 40
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 51.5