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Principal Fds, Inc. Real Estate Securities Fund Cl R-5: (MF: PREPX)

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

$28.95 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 7.76 17
3 months -5.18 12
6 months 4.36 15
1 Year 5.16 28
3 Year 9.70 52
5 Year 2.10 35
10 Year 5.51 17

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 147.67
Bear Market (10/07 - 2/09) -60.77
Bull Market (2/09 - 3/21) 751.02

Load Adjusted Returns as of Sep 30, 2026

1 Year 5.16
5 Year 2.09
10 Year 5.51
Since Inception 8.90

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.24 10.07 -5.18 NA
2025 3.52 -0.94 0.94 -2.41
2024 -1.85 0.20 15.24 -7.14
2023 3.19 1.85 -6.64 15.24
2022 -5.23 -15.73 -8.60 2.32
2021 6.98 12.03 1.45 14.63

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.751.025.2513.08-25.3139.39-3.3730.94-4.508.815.70
% Total Return Rel to Index -4.98-17.19-19.77-13.16-7.1110.71-21.77-0.54-0.11-12.98-6.23
% Total Return Rel to Peer 3.35-4.031.611.89-3.198.030.585.481.940.041.21
% Perf Quintile vs Peer* 1.004.002.002.002.003.003.001.002.003.003.00
% Dividends 0.470.680.650.690.580.570.560.550.450.310.36
% Yield 2.182.502.322.332.321.622.171.972.021.301.57
Capital Gains ($) 0.000.000.460.000.260.830.090.250.420.500.60
Expense Ratio 1.061.061.061.061.061.061.061.071.071.071.08

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