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Principal Global Real Estate Sec Instl POSIX

Analyst rating as of
NAV / 1-Day Return
9.92  /  0.51 %
Total Assets
2.7 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Average
Longest Manager Tenure
14.86 years
Category
Global Real Estate
Investment Style
Mid Blend
Min. Initial Investment
0
Status
Open
TTM Yield
2.42%
Turnover
26%

Morningstar’s Analysis

Will POSIX 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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