PDRDX Mutual Fund

PDRDX Mutual Fund (Principal Diversified Real Asset Fund Institutional Class) is managed by Principal Funds with $1.39B in net assets. PDRDX expense ratio is 0.87%, holding 512 positions across sectors including Real Estate, Materials, Energy. 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 6.31%. PDRDX dividend yield stands at 3.66%, paid quarterly.

PDRDX top holdings include Principal Funds, Inc - Government Money Market Fund - Class R-6 (3.2%), Spdr Gold Minishares Trust (Nyse Arca) (3.1%), American Express Credit Account Master Trust, Series 2023-1, Class A, 4.87%, Due 05/15/2028 (2.4%), Global X U.S. Infrastructure Development ETF (2.1%), United States Treasury Bill (1.9%). 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.