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Principal Real Estate Securities R4 PRETX

Analyst rating as of
  • NAV / 1-Day Return 26.16  /  0.93 %
  • Total Assets 5.7 Bil
  • 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.

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

Senior Analyst



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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