POSAX Mutual Fund (Principal Global Real Estate Securities Fund Class A) is managed by Principal Funds with $50.1M in net assets. POSAX expense ratio is 1.36%, holding 76 positions across sectors including Real Estate, Unknown, Consumer Discretionary. Inception date: 2007-10-01.

POSAX performance shows a YTD return of 9.36%. The 1-year return is 10.60% and the 5-year return is 0.47%. POSAX dividend yield stands at 2.21%, paid annually.

POSAX 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 POSAX holdings, sector breakdown, or dividend history.

POSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.