Principal Global 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 Silver, while most of the other share classes earn a Bronze rating, and the C shares get Neutral.
Will POSAX 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 POSAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the POSAX 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 POSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.