3 / 5 Stars
2 2 3 2 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 73 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 15.71 percent over the past year, 14.61 percent over the past three years, 6.60 percent over the past five years, and 12.13 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.5%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||6.6%|
|10 Years (Annualized)||12.1%|
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. 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 is non-diversified.
Fees are High compared to funds in the same category.
Principal Real Estate Securities Fund has an expense ratio of 2.20 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.