Principal Real Estate Securities Fund R-5 Class (PREPX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -3.95% | -4.22% | 0.26% |
Year-to-Date | -7.88% | -8.52% | 0.64% |
1 Year | -0.28% | -0.23% | -0.06% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
40%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 40% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.09%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,365
Real cost (fees + lost compounding)
$1,691
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
1.21%