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.
- NAV / 1-Day Return 26.16 / 0.93 %
- Total Assets 5.7 Bil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis PRETX
Will PRETX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.