PGZ ETF
Principal Real Estate Income Fund
PGZ ETF Overview
PGZ ETF (Principal Real Estate Income Fund) is managed by Principal Funds with $74.1M in net assets. PGZ expense ratio is 2.16%, holding 110 positions across sectors including Real Estate, Financials, Industrials. Inception date: 2013-06-26.
PGZ performance shows a YTD return of 4.62%. The 1-year return is 8.96% and the 5-year return is 0.48%. PGZ dividend yield stands at 11.39%, paid monthly.
PGZ top holdings include State Street Treasury Plus Money Market Portfolio (6.6%), Bmo 2022-C1 Mortgage Trust 2 2032-02-15 (5.1%), Commercial Mortgage Trust (4.5%), Wells Fargo Commercial Mortgage Trust 2025-5C3 01/15/2058 2.652 (4.0%), Citigroup Commercial Mortgage Trust 2019-Gc43 (3.8%). Go to all PGZ holdings, PGZ sectors, or PGZ dividends.
PGZ can be compared against other funds. Use PGZ overlap to find shared positions, or PGZ vs another fund for a side-by-side view. PGZ alternatives are available via the screener, along with tax-loss harvesting opportunities.