Principal Global Real Estate Securities Fund

Scorecard
3 / 5 Stars
Lipper
5 5 3 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

#6 in Global Real Estate

U.S. News evaluated 56 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 13.94 percent over the past year, 10.14 percent over the past three years, and 17.45 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 10.7%
1 Year 13.9%
3 Years (Annualized) 10.1%
5 Years (Annualized) 17.5%
10 Years (Annualized) N/A

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Summary

The investment seeks to generate a total return. The fund 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 at the time of each purchase. It invests in equity securities of small, medium, and large market capitalization companies. The fund typically has investments located in a number of different countries, including the U.S. and countries with emerging securities markets. 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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