PIREX Mutual Fund
PIREX Mutual Fund
Principal Real Estate Securities Fund Institutional Class
PIREX Mutual Fund Overview
PIREX Mutual Fund (Principal Real Estate Securities Fund Institutional Class) is managed by Principal Funds with $3.87B in net assets. PIREX expense ratio is 0.86%, holding 38 positions across sectors including Real Estate, Industrials, Unknown. Inception date: 2001-03-01.
PIREX performance shows a YTD return of 13.56%. The 1-year return is 12.13% and the 5-year return is 3.47%. PIREX dividend yield stands at 2.24%, paid quarterly.
PIREX top holdings include Welltower Inc Health Care (9.2%), American Tower Corp (8.8%), Equinix, Inc. (8.7%), Ventas Canada Inc. (6.7%), Prologis Inc (6.6%). View all PIREX holdings, sector breakdown, or dividend history.
PIREX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PIREX alternatives are available via the screener, along with tax-loss harvesting opportunities.