PREPX Mutual Fund

NAV$30.11

AUM$55M

TER1.06%

Holdings38

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PREPX Mutual Fund

NAV$30.11

Principal Real Estate Securities Fund Class R-5

AUM$55M

TER1.06%

Holdings38

See what you own twice

Check PREPX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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See the full sector breakdown of PREPX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—
—	—	—
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

PREPX Mutual Fund Sector Allocation

PREPX sector allocation breaks down across Real Estate (92.3%), Industrials (2.5%), Consumer Discretionary (2.0%), Materials (0.7%). Across 38 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PREPX sector exposure is important for understanding concentration risk. With Real Estate at 92.3%, the fund has significant sector concentration.

PREPX by country shows geographic exposure. PREPX overlap reveals how sector exposure compares with other funds.