POSAX Mutual Fund
POSAX Mutual Fund
POSAX Mutual Fund
Principal Global Real Estate Securities Fund Class A
POSAX Mutual Fund Overview
POSAX Mutual Fund (Principal Global Real Estate Securities Fund Class A) is managed by Principal Funds with $44.8M in net assets. POSAX expense ratio is 1.36%, holding 76 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2007-10-01.
POSAX performance shows a YTD return of 11.76%. The 1-year return is 15.37% and the 5-year return is 0.11%. POSAX dividend yield stands at 2.23%, paid annually.
POSAX 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 POSAX holdings, POSAX sectors, or POSAX dividends.
POSAX can be compared against other funds. Use POSAX overlap to find shared positions, or POSAX vs another fund for a side-by-side view. POSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.