Back to top
more

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

(NASDAQ Mutual Funds) As of Dec 18, 2025 06:13 PM ET

$9.74 USD

0.00 (NA)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 9.54 26
3 months 1.01 58
6 months 4.06 50
1 Year 1.85 26
3 Year 5.68 49
5 Year 2.76 82
10 Year 4.05 70

* 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) 423.79

Load Adjusted Returns as of Nov 30, 2025

1 Year -1.58
5 Year 4.11
10 Year 4.33
Since Inception 3.44

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.97 4.08 2.78 NA
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
2020 -25.65 11.45 4.41 11.06

Annual Return

20252024202320222021202020192018201720162015
% Total Return 9.530.6910.85-26.7223.42-3.9024.46-3.3714.720.501.49
% Total Return Rel to Index -7.96-24.33-15.39-8.52-5.25-22.30-7.021.02-7.07-11.430.10
% Total Return Rel to Peer 2.79-2.94-0.34-4.60-7.930.05-0.983.075.95-3.981.17
% Perf Quintile vs Peer* 0.000.003.004.004.003.004.001.001.005.003.00
% Dividends 0.000.230.240.090.240.110.340.270.240.290.23
% Yield 0.002.422.381.051.931.063.032.892.403.212.49
Capital Gains ($) 0.000.000.000.000.040.000.310.060.150.030.16
Expense Ratio 0.940.950.940.940.940.940.940.940.940.900.90

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