Morningstar

Principal Real Estate Securities Fund R-3 Class PRERX

Medalist Rating as of Oct 9, 2026 See Principal Investment Hub

Will PRERX outperform in the future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRERX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the PRERX 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 PRERX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An experienced team with a thorough approach to real estate.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

Principal Real Estate Securities is shepherded by an experienced set of managers consistently executing a systematic approach to US real estate.

by Vedran Beogradlija

Rated on Oct 9, 2026 Published on Oct 9, 2026

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