Principal Real Estate Securities Fund

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

U.S. News evaluated 72 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 14.01 percent over the past year, 10.56 percent over the past three years, 21.76 percent over the past five years, and 9.44 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 16.8%
1 Year 14.0%
3 Years (Annualized) 10.6%
5 Years (Annualized) 21.8%
10 Years (Annualized) 9.4%

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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 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 concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. 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 High compared to funds in the same category.
Principal Real Estate Securities Fund has an expense ratio of 2.20 percent.

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Risk

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

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