PGRKX Mutual Fund

PGRKX Mutual Fund (Principal Global Real Estate Securities Fund Class R3) is managed by Principal Funds with $1.1M in net assets. PGRKX expense ratio is 1.46%, holding 76 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2016-03-01.

PGRKX performance shows a YTD return of 11.58%. The 1-year return is 15.16% and the 5-year return is -0.04%. PGRKX dividend yield stands at 1.87%, paid annually.

PGRKX top holdings include Welltower, Inc. (8.1%), Equinix Inc. Real Estate Investment Trust (7.2%), Ventas  Inc . (4.7%), Prologis Inc (4.4%), Goodman Group (3.9%). Go to all PGRKX holdings, PGRKX sectors, or PGRKX dividends.

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