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Principal Real Estate Securities R4 PRETX

Analyst rating as of
NAV / 1-Day Return
30.74  /  0.07 %
Total Assets
7.0 Bil
Adj. Expense Ratio
1.180%
Expense Ratio
1.180%
Fee Level
Low
Longest Manager Tenure
21.14 years
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
1.58%
Turnover
31%
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Morningstar’s Analysis

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

Summary

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Principal Real Estate Securities’ seasoned management team employs a thoughtful process that they have executed well. Its Institutional and R6 shares earn a Morningstar Analyst Rating of Bronze, while pricier shares earn a Neutral rating.

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