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Principal Fds, Inc. Global Real Estate Securities Fd Cl A: (MF: POSAX)
(NASDAQ Mutual Funds) As of Oct 31, 2025 06:41 PM ET
$8.96 USD
+0.01 (0.11%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in February 1999 and is managed by Rafferty Asset Management, LLC. The fund seeks to magnify the daily returns of their target indexes. The fund may invest directly in the securities of the companies that comprise the Russell 2000 Index. The fund invests at least 80% of its net assets in a manner designed to provide investment returns that for the Small Cap Plus Fund. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Principal Global Real Estate A | POSAX | 5.50 | NA | 0.00 | 0.25 | 0.87 | 1.37 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Principal Global Real Estate A | POSAX | 8.96 | 10/1/2007 | 2.18 | -2.04 | 8.20 | 3.72 |
| Principal Global Real Estate I | POSIX | 9.81 | 10/1/2007 | 2.35 | -1.59 | 8.64 | 4.11 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Principal Global Real Estate A | POSAX | 1000 | 100 | 0 | A |
Contact Information
| Family | Principal Financial Group |
| Address | 711 High St Des Moines, IA 50392 |
| Phone | 800 986-3343 |