Real Estate is trading at 27.20 as of the 31st of January 2025; that is 1.30% up since the beginning of the trading day. The fund's open price was 26.85. Real Estate has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 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. It invests in equity securities regardless of market capitalization . More on Real Estate Securities
Real Estate Securities [PREPX] is traded in USA and was established 31st of January 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 1.08% with the current yeild of 0.02%, while the total return for the last 3 years was -0.75%.
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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 Securities 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.
Top Real Estate Securities Mutual Fund Constituents
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.