Real Estate is trading at 15.38 as of the 19th of July 2025; that is 0.32% down since the beginning of the trading day. The fund's open price was 15.43. Real Estate has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests primarily in foreign equity securities. It has no limitation on the percentage of assets that are invested in any one country or denominated in any one currency, but the fund typically invests in foreign securities of at least 20 countries. More on Real Estate Debt
Real Estate Debt [PDIFX] is traded in USA and was established 19th of July 2025. Real Estate is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Principal Funds family. This fund at this time has accumulated 11.28 B in assets with no minimum investment requirementsReal Estate Debt is currently producing year-to-date (YTD) return of 18.78% with the current yeild of 0.02%, while the total return for the last 3 years was 15.51%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Real Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Real Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Real Estate Debt Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Real Mutual Fund
Real Estate financial ratios help investors to determine whether Real Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Real with respect to the benefits of owning Real Estate security.