Principal Real Estate Securities remains a solid choice among U.S. REIT funds, with experienced managers and a thoughtful, flexible process. Its institutional and R6 shares maintain a Morningstar Analyst Rating of Bronze, while the more expensive shares earn a Neutral rating.
Will PRETX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of PRETX’s parent organization’s priorities and whether they’re in line with investors’ interests.