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Principal Global Real Estate Sec A POSAX

Analyst rating as of
NAV / 1-Day Return
7.56  /  2.07 %
Total Assets
2.2 Bil
Adj. Expense Ratio
1.290%
Expense Ratio
1.290%
Fee Level
Average
Longest Manager Tenure
15.02 years
Category
Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
2.77%
Turnover
26%

Morningstar’s Fund Analysis POSAX

Will POSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

Senior Analyst

Summary

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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.

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