PGRSX Mutual Fund
PGRSX Mutual Fund
Principal Global Real Estate Securities Fund Class R6
PGRSX Mutual Fund Overview
PGRSX Mutual Fund (Principal Global Real Estate Securities Fund Class R6) is managed by Principal Funds with $575.8M in net assets. PGRSX expense ratio is 0.90%, holding 76 positions across sectors including Real Estate, Unknown, Consumer Discretionary. Inception date: 2014-11-25.
PGRSX performance shows a YTD return of 9.61%. The 1-year return is 11.13% and the 5-year return is 0.93%. PGRSX dividend yield stands at 2.44%, paid annually.
PGRSX top holdings include Welltower Inc Health Care (7.0%), Equinix, Inc. (6.1%), Prologis Inc (4.8%), Ventas Canada Inc. (4.4%), Goodman Group (4.1%). View all PGRSX holdings, sector breakdown, or dividend history.
PGRSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGRSX alternatives are available via the screener, along with tax-loss harvesting opportunities.