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Principal Fds Global Real Estate: (MF: POSAX)

(MF) As of Apr 17, 2014 06:25 PM ET

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$8.11 USD

0.00 (0.00%)

Zacks MF Rank : 4 - Sell [?]       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Mar 31, 2014

% Yield 2.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 4.04
Objective* Equity - Sector Real Est
Peer* RE MB

*Key

Zacks Premium Research for POSAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Rank Change Trend Sell 4
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 3.63
Net Assets (Mil $) 3/31/2014 87.42
%Turnover 3/31/2014 52.40

Allocation

% of Portfolio
Large Growth 19.58
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 30.59
Emerging Market 0.00
Precious Metal 1.42
Intermediate Bond 21.75
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
Finance 77.12
Other 18.81
Non-Durable 1.99
Services 1.61
Health 0.47

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2014)
% of Portfolio Value (Mil$)
SIMON PROPERTY GROUP INC 5.85 97.11
MITSUBISHI ESTATE CO LTD 3.80 62.98
MITSUI FUDOSAN CO LTD 3.44 57.09
PROLOGIS INC 2.92 48.50
GENERAL GROWTH PROPERTIES 2.51 41.68
SL GREEN REALTY CORP 2.27 37.62
BOSTON PROPERTIES INC 2.23 37.08
HOST HOTELS & RESORTS INC 1.99 32.96
VORNADO REALTY TRUST 1.90 31.57

Stock Holding % of Net Assets

As Of 1/31/2014
Total Issues 87
Avg. P/E 31.06
Avg. P/Book 3.57
Avg. EPS Growth 30.8
Avg. Market Value (Mil $) 18,880

Risk

3 Year 5 Year 10 Year
Beta 1.04 1.13 NA
Alpha -5.83 -1.35 NA
R Squared 0.60 0.71 NA
Std. Dev. 16.80 18.80 NA
Sharpe 0.57 1.26 NA