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.
Principal Global Real Estate Sec Instl POSIX
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 BlendMin. 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.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POSIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the POSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of POSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A flexible global real estate fund with good long-term results.
