PDRDX Mutual Fund

PDRDX Mutual Fund (Principal Diversified Real Asset Fund Institutional Class) is managed by Principal Funds with $1.35B in net assets. PDRDX expense ratio is 0.87%, holding 330 positions across sectors including Real Estate, Energy, Utilities. Inception date: 2010-03-16.

PDRDX performance shows a YTD return of 12.24%. The 1-year return is 16.18% and the 5-year return is 5.51%. PDRDX dividend yield stands at 5.74%, paid quarterly.

PDRDX top holdings include Dracay Wellington (13.3%), Dracay Corecommodity 30 (5.1%), Global X U.S. Infrastructure Development ETF (3.1%), Welltower Inc. (2.1%), Dracay Paa Tactical (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.