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Principal Fds, Inc. Real Estate Securities Fd J Cl: (MF: PREJX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:43 PM ET

$29.11 USD

+0.11 (0.38%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 7.73 17
3 months -5.19 13
6 months 4.37 14
1 Year 5.14 28
3 Year 9.68 52
5 Year 2.06 35
10 Year 5.46 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 142.56
Bear Market (10/07 - 2/09) -61.02
Bull Market (2/09 - 3/21) 731.23

Load Adjusted Returns as of Sep 30, 2026

1 Year 4.09
5 Year 2.06
10 Year 5.46
Since Inception 8.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.21 10.08 -5.19 NA
2025 3.53 -0.95 0.89 -2.40
2024 -3.04 0.20 15.24 -7.14
2023 3.17 1.82 -6.66 16.65
2022 -5.26 -15.72 -8.60 2.32
2021 6.93 12.07 1.44 14.63

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.720.983.9714.37-25.3339.37-3.4130.85-4.588.835.61
% Total Return Rel to Index -5.01-17.23-21.05-11.87-7.1210.69-21.81-0.64-0.19-12.95-6.32
% Total Return Rel to Peer 3.32-4.070.333.18-3.218.010.535.391.860.071.12
% Perf Quintile vs Peer* 1.004.003.001.002.003.003.001.002.003.003.00
% Dividends 0.460.670.650.670.570.570.560.530.430.310.35
% Yield 2.172.482.322.282.291.612.161.921.971.281.52
Capital Gains ($) 0.000.000.460.000.260.830.090.250.420.500.60
Expense Ratio 1.091.091.061.131.071.081.101.141.121.101.13

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