Principal Fds, Inc. Real Estate Securities Fd Inc Cl A

Frequently Asked Questions About PRRAX

What does PRRAX invest in?

Under typical conditions, this fund commits a minimum of 80% of its total net assets, alongside any borrowed capital used for investment, to the stock holdings of companies primarily operating within the real estate sector when the securities are purchased. It does not limit its equity investments based on the market capitalization of these companies, considering small, medium, and large-sized firms. The fund explicitly concentrates its portfolio within the real estate industry, meaning over 25% of its net assets are directed towards real estate securities. Consequently, it is categorized as a non-diversified investment vehicle.

What is the expense ratio of PRRAX?

Principal Fds, Inc. Real Estate Securities Fd Inc Cl A (PRRAX) charges an expense ratio of 1.19%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PRRAX?

Principal Fds, Inc. Real Estate Securities Fd Inc Cl A (PRRAX) manages $6.91B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is PRRAX actively managed or an index fund?

PRRAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PRRAX launched?

Principal Fds, Inc. Real Estate Securities Fd Inc Cl A (PRRAX) launched in August 1999 and is managed by the fund issuer.

How has PRRAX performed?

PRRAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.