PGRUX Mutual Fund
PGRUX Mutual Fund
PGRUX Mutual Fund
Principal Global Real Estate Securities Fund Class R5
PGRUX Mutual Fund Overview
PGRUX Mutual Fund (Principal Global Real Estate Securities Fund Class R5) is managed by Principal Funds with $2.7M in net assets. PGRUX expense ratio is 1.15%, holding 76 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2016-03-01.
PGRUX performance shows a YTD return of 11.73%. The 1-year return is 15.42% and the 5-year return is 0.29%. PGRUX dividend yield stands at 2.19%, paid annually.
PGRUX top holdings include Welltower, Inc. (7.7%), Equinix Inc - Common (7.5%), Ventas, Inc. (4.7%), Prologis Inc (4.6%), Goodman Group Reit Aud 0 (4.0%). Go to all PGRUX holdings, PGRUX sectors, or PGRUX dividends.
PGRUX can be compared against other funds. Use PGRUX overlap to find shared positions, or PGRUX vs another fund for a side-by-side view. PGRUX alternatives are available via the screener, along with tax-loss harvesting opportunities.