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Principal Real Estate Securities R3 PRERX

Analyst rating as of
NAV / 1-Day Return
26.04  /  0.15 %
Total Assets
5.7 Bil
Adj. Expense Ratio
1.370%
Expense Ratio
1.370%
Fee Level
Below Average
Longest Manager Tenure
22.00 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
2.12%
Turnover
31%

Morningstar’s Fund Analysis PRERX

Will PRERX 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 mutual funds. Its institutional, R5, and R6 shares earn a Morningstar Analyst Rating of Bronze, while the pricier shares are rated Neutral.

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