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Principal Fds, Inc. Global Real Estate Securities Fd Cl A: (MF: POSAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:17 PM ET

$8.99 USD

+0.05 (0.56%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 10.17 53
3 months 8.12 51
6 months 9.08 52
1 Year 13.47 35
3 Year 7.71 65
5 Year 3.01 84
10 Year 5.03 78

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -64.82
Bull Market (2/09 - 3/21) 372.11

Load Adjusted Returns as of Feb 28, 2026

1 Year 1.47
5 Year 0.17
10 Year 2.80
Since Inception 2.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.79 4.10 2.59 -1.53
2024 -1.75 -1.43 14.99 -9.89
2023 1.76 0.00 -6.20 15.65
2022 -5.48 -17.31 -11.22 5.17
2021 4.28 9.16 -1.35 9.53

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.177.050.3310.39-27.0323.01-4.1923.88-3.7314.290.11
% Total Return Rel to Index 1.52-11.16-24.68-15.85-8.82-5.67-22.59-7.600.65-7.50-11.82
% Total Return Rel to Peer 0.212.00-3.29-0.79-4.91-8.34-0.24-1.572.715.52-4.37
% Perf Quintile vs Peer* 2.002.000.004.004.004.003.004.001.001.005.00
% Dividends 0.000.210.190.200.060.210.080.300.240.210.25
% Yield 0.002.292.242.340.731.810.882.912.752.203.01
Capital Gains ($) 0.000.000.000.000.000.040.000.310.060.150.03
Expense Ratio 0.001.361.331.361.311.291.331.351.311.331.32

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