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Principal Real Estate Securities R5 PREPX

Analyst rating as of
NAV / 1-Day Return
28.48  /  1.10 %
Total Assets
5.4 Bil
Adj. Expense Ratio
1.070%
Expense Ratio
1.070%
Fee Level
High
Longest Manager Tenure
20.44 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.86%
Turnover
35%
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Morningstar’s Analysis

Will PREPX outperform in future?

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

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

Senior Analyst

Summary

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

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