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

(NASDAQ Mutual Funds) As of Mar 25, 2026 06:14 PM ET

$26.97 USD

-0.03 (-0.11%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 9.20 78
3 months 6.14 87
6 months 6.48 84
1 Year 4.38 86
3 Year 7.50 69
5 Year 6.07 33
10 Year 7.10 23

* 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) 662.91

Load Adjusted Returns as of Feb 28, 2026

1 Year 1.02
5 Year 4.59
10 Year 5.69
Since Inception 8.86

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 9.201.025.2513.08-25.3139.39-3.3730.94-4.508.815.70
% Total Return Rel to Index 0.70-17.19-19.77-13.16-7.1110.71-21.77-0.54-0.11-12.98-6.23
% Total Return Rel to Peer -0.61-4.031.611.89-3.198.030.585.481.940.041.21
% Perf Quintile vs Peer* 4.004.000.002.002.003.003.001.002.003.002.00
% Dividends 0.000.680.650.690.580.570.560.550.450.310.36
% Yield 0.002.502.322.482.321.622.171.972.021.301.57
Capital Gains ($) 0.000.000.460.000.260.830.090.250.420.500.60
Expense Ratio 0.001.061.061.061.061.061.061.071.071.071.08

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