Advertisement
Skip to Content
Morningstar

Principal Real Estate Securities R4 PRETX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 26.16  /  0.93 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.24%
  • Turnover 19%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis PRETX

Will PRETX outperform in future?

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

Process Pillar

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

People Pillar

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

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

Senior Analyst

Summary

| by David Kathman

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.

Unlock our full analysis with Morningstar Investor