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Principal Fds, Inc. Real Estate Securities Fd Instl Cl: (MF: PIREX)

(NASDAQ Mutual Funds) As of Oct 2, 2026 05:50 PM ET

$29.37 USD

+0.15 (0.51%)

Zacks MF Rank

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 14.09 17
3 months 1.57 30
6 months 4.41 10
1 Year 11.33 31
3 Year 9.73 43
5 Year 2.30 30
10 Year 6.11 12

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 172.41
Bear Market (10/07 - 2/09) -60.70
Bull Market (2/09 - 3/21) 777.15

Load Adjusted Returns as of Aug 31, 2026

1 Year 12.13
5 Year 3.68
10 Year 6.11
Since Inception 10.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.29 10.13 NA NA
2025 3.60 -0.89 0.98 -2.39
2024 -2.98 0.25 15.29 -7.09
2023 3.27 1.90 -6.62 16.74
2022 -5.19 -15.70 -8.54 2.36
2021 6.98 12.13 1.47 14.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.091.204.1714.71-25.1839.63-3.2231.15-4.348.995.95
% Total Return Rel to Index 6.24-17.01-20.85-11.53-6.9810.95-21.62-0.330.05-12.80-5.98
% Total Return Rel to Peer 2.99-3.850.533.52-3.068.270.725.692.110.221.46
% Perf Quintile vs Peer* 2.004.003.001.002.003.003.001.002.003.002.00
% Dividends 0.300.730.700.740.640.620.600.590.480.360.40
% Yield 0.902.552.372.372.411.672.222.022.071.421.69
Capital Gains ($) 0.000.000.460.000.260.830.090.250.420.500.60
Expense Ratio 0.860.860.860.860.860.890.910.910.910.870.88

* 1 = Top 20%, 5 = Bottom 20%