4 / 5 Stars
4 4 3 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 13.02 percent over the past year, 9.32 percent over the past three years, and 16.53 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.4%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Principal Global Real Estate Securities Fund has an expense ratio of 2.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.