Principal Diversified Real Asset Fund Institutional Class (PDRDX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.79% | 3.34% | -0.54% |
Year-to-Date | -0.27% | 1.04% | -1.31% |
1 Year | -1.69% | 3.61% | -5.30% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
20%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 20% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.87%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,101
Real cost (fees + lost compounding)
$1,363
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-3.53%