Back to top
more

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

(NASDAQ Mutual Funds) As of Dec 24, 2025 06:09 PM ET

$26.74 USD

+0.16 (0.60%)

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

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 3.93 69
3 months 0.32 71
6 months 1.19 84
1 Year -3.43 65
3 Year 5.53 53
5 Year 5.78 35
10 Year 6.21 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 147.67
Bear Market (10/07 - 2/09) -60.78
Bull Market (2/09 - 3/21) 668.38

Load Adjusted Returns as of Nov 30, 2025

1 Year -3.87
5 Year 6.94
10 Year 6.66
Since Inception 9.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.52 -0.94 0.94 NA
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
2020 -22.76 11.78 2.59 9.08

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.935.2513.08-25.3139.39-3.3730.94-4.508.815.704.06
% Total Return Rel to Index -13.57-19.77-13.16-7.1110.71-21.77-0.54-0.11-12.98-6.232.68
% Total Return Rel to Peer -2.811.611.89-3.198.030.585.481.940.041.213.75
% Perf Quintile vs Peer* 0.000.002.002.003.003.001.002.003.002.001.00
% Dividends 0.520.650.690.580.570.560.550.450.310.360.29
% Yield 1.842.322.402.321.622.171.972.021.301.571.23
Capital Gains ($) 0.000.460.000.260.830.090.250.420.500.601.22
Expense Ratio 1.061.061.061.061.061.061.071.071.071.081.08

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