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

(NASDAQ Mutual Funds) As of Sep 16, 2024 08:00 PM ET

$9.60 USD

+0.03 (0.31%)

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, 2024

Total Return %* Percentile Rank Objective
YTD 8.54 67
3 months 11.82 73
6 months 14.02 30
1 Year 18.04 62
3 Year -3.55 88
5 Year 1.40 86
10 Year 3.81 73

* 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) 363.31

Load Adjusted Returns as of Aug 31, 2024

1 Year -0.42
5 Year -1.51
10 Year 2.30
Since Inception 1.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 -1.75 -1.43 NA NA
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
2020 -25.65 11.29 4.28 11.02
2019 14.95 1.33 3.76 2.48

Annual Return

20242023202220212020201920182017201620152014
% Total Return 8.5410.39-27.0323.01-4.1923.88-3.7314.290.111.0615.70
% Total Return Rel to Index -10.99-15.85-8.82-5.67-22.59-7.600.65-7.50-11.82-0.322.05
% Total Return Rel to Peer -0.67-0.79-4.91-8.34-0.24-1.572.715.52-4.370.74-3.98
% Perf Quintile vs Peer* 0.004.004.004.003.004.001.001.005.003.004.00
% Dividends 0.000.200.060.210.080.300.240.210.250.200.20
% Yield 0.002.250.731.810.882.912.752.203.012.272.22
Capital Gains ($) 0.000.000.000.040.000.310.060.150.030.160.05
Expense Ratio 1.371.361.311.291.331.351.311.331.321.321.32

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