Real Estate Securities Fund Quote

PFRSX Fund  USD 29.29  0.47  1.63%   

Performance

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Odds Of Distress

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Real Estate is trading at 29.29 as of the 22nd of July 2025; that is 1.63% up since the beginning of the trading day. The fund's open price was 28.82. Real Estate has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry at the time of purchase. Principal Funds is traded on NASDAQ Exchange in the United States.. More on Real Estate Securities

Real Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Funds, Real Estate Funds, Real Estate, Principal Funds (View all Sectors)
Update Date30th of June 2025
Real Estate Securities [PFRSX] is traded in USA and was established 22nd of July 2025. Real Estate is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Principal Funds family. This fund at this time has accumulated 3.87 B in assets with no minimum investment requirementsReal Estate Securities is currently producing year-to-date (YTD) return of 2.84% with the current yeild of 0.03%, while the total return for the last 3 years was 4.53%.
Check Real Estate Probability Of Bankruptcy

Instrument Allocation

Top Real Estate Securities Mutual Fund Constituents

AIVApartment Investment andStockReal Estate
WELLWelltowerStockReal Estate
VTRVentas IncStockReal Estate
VICIVICI PropertiesStockReal Estate
SUISun CommunitiesStockReal Estate
SPGSimon Property GroupStockReal Estate
PLDPrologisStockReal Estate
INVHInvitation HomesStockReal Estate
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Real Estate Top Holders

PLJTXPrincipal Lifetime HybridMutual FundTarget-Date 2050
PHJGXPrincipal Lifetime HybridMutual FundTarget-Date 2060+
PLMTXPrincipal Lifetime HybridMutual FundTarget-Date 2040
PHJBXPrincipal Lifetime HybridMutual FundTarget-Date 2055
PLHHXPrincipal Lifetime HybridMutual FundTarget-Date 2065+
PHJEXPrincipal Lifetime HybridMutual FundTarget-Date 2040
PHJUXPrincipal Lifetime HybridMutual FundTarget-Date 2050
PLKTXPrincipal Lifetime HybridMutual FundTarget-Date 2060+
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Real Estate Securities Risk Profiles

Real Estate Against Markets

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.
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