PIREX Mutual Fund

PIREX Mutual Fund (Principal Real Estate Securities Fund Institutional Class) is managed by Principal Funds with $3.68B in net assets. PIREX expense ratio is 0.86%, holding 46 positions across sectors including Real Estate, Consumer Discretionary, Industrials. Inception date: 2001-03-01.

PIREX performance shows a YTD return of 11.98%. The 1-year return is 11.49% and the 5-year return is 1.47%. PIREX dividend yield stands at 2.27%, paid quarterly.

PIREX top holdings include Welltower Inc. (10.0%), Equinix, Inc. (9.6%), American Tower Corporation (7.7%), Ventas, Inc. (6.0%), Prologis Inc (5.6%). Go to all PIREX holdings, PIREX sectors, or PIREX dividends.

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