- What are the top holdings of PGZ?
- A machine-readable holdings disclosure for Principal Real Estate Income Fund (PGZ) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does PGZ invest in?
- Principal Real Estate Income Fund (PGZ) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PGZ most exposed to?
- PGZ's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PGZ a US-only fund?
- The country allocation card on this page shows PGZ's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does PGZ invest in?
- The Principal Real Estate Income Fund (PGZ) operates as a closed-end, balanced mutual fund, managed by ALPS Advisers, Inc., with Principal Real Estate Investors, LLC acting as co-manager. This fund primarily allocates capital to public equity and fixed-income securities within the United States. Its portfolio specifically targets commercial mortgage-backed securities, real estate investment trusts (REITs), and analogous entities, favoring value-oriented companies. To enhance its investment strategies, the fund employs a variety of financial derivatives, including credit default swaps, interest rate swaps, caps, floors, collars, currency futures and forwards, rate forwards, and interest rate futures. Its investment methodology is rooted in fundamental analysis, integrating both top-down macroeconomic perspectives and bottom-up security selection. This analytical framework assesses factors such as the broader economic outlook, the real estate cycle, core real estate fundamentals, and makes tactical allocation adjustments based on ongoing market valuations, quantitative analysis, and technical indicators. The fund was established on August 31, 2012, and is domiciled in the United States.
