POSIX Mutual Fund (Principal Global Real Estate Securities Fund Institutional Class) is managed by Principal Funds with $1.14B in net assets. POSIX expense ratio is 0.94%, holding 76 positions across sectors including Real Estate, Unknown, Consumer Discretionary. Inception date: 2007-10-01.

POSIX performance shows a YTD return of 9.51%. The 1-year return is 11.10% and the 5-year return is 0.87%. POSIX dividend yield stands at 2.40%, paid annually.

POSIX top holdings include Welltower Inc Health Care (7.0%), Equinix, Inc. (6.1%), Prologis Inc (4.8%), Ventas Canada Inc. (4.4%), Goodman Group (4.1%). View all POSIX holdings, sector breakdown, or dividend history.

POSIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. POSIX alternatives are available via the screener, along with tax-loss harvesting opportunities.