PRRAX : Principal Real Estate Securities Fund Class A

PRRAX is a Alternatives Market Real Estate with HIGH fees.

PRRAX

Principal Real Estate Securities Fund Class A

FI Score

44 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

44% FI Score
  • prrax
  • Mutual Fund
  • Alternatives
  • Real Estate

Principal Real Estate Securities Fund Class A

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a Real Estate Alternatives fund. See why ยป

Fund Summary

The investment seeks to generate a total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying securities that appear to be undervalued. The fund concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. It is non-diversified.

Largest Holdings

Amount Holding
10.55% Prologis Inc
9.95% Equinix Inc
6.15% AvalonBay Communities Inc
5.15% Invitation Homes Inc
4.68% Alexandria Real Estate Equities Inc
4.37% Essex Property Trust Inc
3.76% American Homes 4 Rent Class A
3.33% Sun Communities Inc
3.30% American Tower Corp
3.15% Welltower Inc
3.12% Healthcare Trust of America Inc
2.37% Extra Space Storage Inc
2.35% STORE Capital Corp
2.30% Terreno Realty Corp
2.24% Apartment Investment & Management Co
2.15% Equity Lifestyle Properties Inc
1.92% Cousins Properties Inc
1.86% Boston Properties Inc
1.85% Healthpeak Properties Inc
1.74% Duke Realty Corp
1.68% Regency Centers Corp
1.64% CyrusOne Inc
1.56% CoreSite Realty Corp
1.39% CubeSmart
1.36% Digital Realty Trust Inc

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