Principal Global Real Estate Securities Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 2 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

#4 in Global Real Estate

U.S. News evaluated 57 Global Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 6.33 percent over the past year, 8.64 percent over the past three years, and 24.60 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 4.0%
1 Year 6.3%
3 Years (Annualized) 8.6%
5 Years (Annualized) 24.6%
10 Years (Annualized) N/A

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Summary

The investment seeks to generate a total return. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry. It invests in equity securities of small, medium, and large market capitalization companies. The fund invests a significant percentage of its portfolio in REITs and foreign REIT-like entities. It can invest a higher percentage of assets in securities of individual issuers than a diversified fund. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Principal Global Real Estate Securities Fund has an expense ratio of 1.37 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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