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Principal Fds, Inc. Global Real Estate Securities Fd Insti Class: (MF: POSIX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:08 PM ET

$10.50 USD

+0.10 (0.96%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.47 73
3 months -1.51 71
6 months 6.52 78
1 Year 10.85 65
3 Year 9.46 68
5 Year 0.94 79
10 Year 4.36 67

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -64.81
Bull Market (2/09 - 3/21) 457.96

Load Adjusted Returns as of May 31, 2026

1 Year 6.70
5 Year 1.00
10 Year 3.55
Since Inception 3.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.15 NA NA NA
2025 1.97 4.08 2.78 -1.40
2024 -1.72 -1.20 14.96 -9.79
2023 1.86 0.11 -6.15 15.83
2022 -5.30 -17.26 -11.18 5.29
2021 4.46 9.13 -1.15 9.53

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.477.570.6910.85-26.7223.42-3.9024.46-3.3714.720.50
% Total Return Rel to Index 4.23-10.64-24.33-15.39-8.52-5.25-22.30-7.021.02-7.07-11.43
% Total Return Rel to Peer -0.392.51-2.94-0.34-4.60-7.930.05-0.983.075.95-3.98
% Perf Quintile vs Peer* 4.002.004.003.004.004.003.004.001.001.005.00
% Dividends 0.000.250.230.240.090.240.110.340.270.240.29
% Yield 0.002.492.612.561.051.931.063.032.892.403.21
Capital Gains ($) 0.000.000.000.000.000.040.000.310.060.150.03
Expense Ratio 0.000.940.950.940.940.940.940.940.940.940.90

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