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Principal Funds Inc Real Estate Securities Fd Cl R-3: (MF: PRERX)

(NASDAQ Mutual Funds) As of Jan 16, 2020 08:00 PM ET

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$27.65 USD

0.00 (NA)

Zacks MF Rank 2-Buy   2      

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

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1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Zacks Premium Research for PRERX

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

Zacks MF Rank Buy 2
MF Research Report

Fund Description

The fund was incepted in December 2000 and is managed by Principal Management Corporation. The fund seeks to generate a total return. The fund normally invests at least 80% of its assets in equity securities of companies principally engaged in the real estate industry like building supply manufacturers, mortgage lenders and mortgage servicing companies. The fund may invest up to 25% of its assets in securities of foreign real estate companies. Dividends and capital gains, if any, are distributed annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Principal Real Estate Security R3 PRERX NA NA 0.00 0.25 0.81 1.38

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal Real Estate Sec R2 PRENX 26.41 12/6/2000 1.56 30.26 10.26 7.86
Principal Real Estate Sec R5 PREPX 26.85 12/6/2000 1.99 30.95 10.81 8.40
Principal Real Estate Sec R3 PRERX 27.65 12/6/2000 1.69 30.48 10.46 8.06
Principal Real Estate Sec R4 PRETX 26.80 12/6/2000 1.88 30.75 10.66 8.26
Principal Real Estate Sec J PREJX 26.98 3/1/2001 1.92 30.85 10.76 8.34
Principal Real Estate Sec Instl PIREX 27.87 3/1/2001 2.02 31.15 10.99 8.59
Principal Real Estate Sec C PRCEX 27.31 1/17/2007 1.00 29.67 9.73 7.34
Principal Real Estate Sec A PRRAX 27.84 8/18/1999 1.69 30.64 10.59 8.18
Principal Real Estate Sec R1 PRAEX 27.50 8/11/2006 1.30 30.08 10.12 7.72

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal Real Estate Security R3 PRERX 0 0 0 Q

Contact Information

Family Principal Fin
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343