PDRDX Mutual Fund

PDRDX Mutual Fund (Principal Diversified Real Asset Fund Institutional Class) is managed by Principal Funds with $1.40B in net assets. PDRDX expense ratio is 0.87%, holding 511 positions across sectors including Real Estate, Energy, Utilities. Inception date: 2010-03-16.

PDRDX performance shows a YTD return of 12.14%. The 1-year return is 21.38% and the 5-year return is 6.32%. PDRDX dividend yield stands at 3.66%, paid quarterly.

PDRDX top holdings include Global X U.S. Infrastructure Development ETF (3.1%), Principal Funds, Inc - Government Money Market Fund - Class R-6 (2.7%), American Express Credit Account Master Trust, Series 2023-1, Class A, 4.87%, Due 05/15/2028 (2.4%), FW3310226.SRDUP (2.4%), United States Treasury Bill (2.0%). Go to all PDRDX holdings, PDRDX sectors, or PDRDX dividends.

PDRDX can be compared against other funds. Use PDRDX overlap to find shared positions, or PDRDX vs another fund for a side-by-side view. PDRDX alternatives are available via the screener, along with tax-loss harvesting opportunities.