Principal:Gl Rl Est;Inst (POSIX.O)

At A Glance

You hold POSIX.O in 0 portfolios

Net Asset Value

9.32USD

 0.04 +0.43%

12/19/2014

Category
World Equity
YTD Return (Cumulative)
 15.95%
Classification
Glb Real Estate
5 Year Return (Annualized)
 14.80%
Manager Benchmark
Lipper Glbl RE Fd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since September, 2007 »

 POSIX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date10/01/2007
Portfolio Turnover52%
Dividend Yield--
Fund ManagerHedger/Rush/Kenkel
Manager Tenure2007
Principal Management Corporation
711 High Street
Des Moines, IA 50392-0280

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.92%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$1,000,000
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to generate a total return. The Fund invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
106
Consistent Return
 
106
Capital Preservation
 
10945
Low Expense
 
44
Tax Efficiency (U.S. only)
 
106

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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