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Principal Real Estate Securities J (PREJX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal Real Estate Securities J (PREJX) Fund

    Last Trade: $19.59 on 2/10/2016, Change: +0.21 (1.08%)

 

Graph of Principal Real Estate Securities J Fund (PREJX) ManagerFund Manager - Anthony D. Kenkel

Fund Manager Information

Fund Manager Tenure: 3.7 years
Similar Funds: PRENX  PREPX  PRERX  PRETX 
Fund Family: Principal Funds
Fund Category: Real Estate
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of Principal Real Estate Securities J Fund (PREJX) ProfilePrincipal Real Estate Securities J Fund (PREJX) Profile

Fund Profile and Description

Principal Real Estate Securities J Fund seeks to generate a total return. Principal Real Estate Securities J Fund normally invests at least 80% of the net assets (plus any borrowings for investment purposes) in equity securities of companies principally engaged in the real estate industry, which include real estate investment trusts and companies with substantial real estate holdings such as paper, lumber, hotel and entertainment companies. It is non-diversified.

 

Principal Real Estate Securities J (PREJX) Fund Strength What we like about Principal Real Estate Securities J (PREJX) Fund

Data for Principal Real Estate Securities J Fund (PREJX) as of Jan 30, 2016

  • Principal Real Estate Securities J Fund (PREJX) management has been with Principal Real Estate Securities J Fund for 3.7 years
  • Principal Real Estate Securities J Fund (PREJX) has good short-term performance (1-year return -6.16% vs -6.82% Real Estate category median performance)
  • Principal Real Estate Securities J Fund (PREJX) has good mid-term performance (3-year return 9.61% vs 7.97% Real Estate category median performance)
  • Principal Real Estate Securities J Fund (PREJX) has good Long-term performance (5-year return 10.81% vs 9.72% Real Estate category median performance)
  • Principal Real Estate Securities J Fund (PREJX) ratio of up-years vs down years is greater than 2
  • Principal Real Estate Securities J Fund (PREJX) has a Morningstar rating of 4 and above
  • Principal Real Estate Securities J Fund (PREJX) has an annual stock turnover rate of 26.20% vs Real Estate average of 46.47%. It is good that Principal Real Estate Securities J management does not trade extensively for its return.
  • Principal Real Estate Securities J Fund (PREJX) has a lower expense ratio than its Real Estate average: 1.20% vs 1.29%

Principal Real Estate Securities J Fund (PREJX) Weakness What we are cautious about Principal Real Estate Securities J (PREJX) Fund

Data for Principal Real Estate Securities J Fund (PREJX) as of Jan 30, 2016

  • Principal Real Estate Securities J Fund (PREJX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.66 that is higher than category average of 13.63
  • Principal Real Estate Securities J Fund (PREJX) carries a 1% load
  • As a Real Estate focused fund, Principal Real Estate Securities J Fund (PREJX) is less diversified and has inherited sector risks associated with the fund
See Principal Real Estate Securities J Fund (PREJX) performance details as of Jan 30, 2016

 

What do you think?

 

Compare Principal Real Estate Securities J Fund (PREJX)Compare with other top Real Estate category mutual funds

Aadditional top Real Estate mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal Real Estate Securities J-4.01-6.169.6110.81
Cohen & Steers Real Estate Securities A (CSEIX)-3.32-1.6911.3311.49Compare

See top fund managers for Real Estate Category Funds

 

Compare Principal Real Estate Securities J Fund (PREJX)Compare with Real Estate category ETFs

Some Real Estate ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Active US Real Estate ETF (PSR)-5.21%-8.17%7.57%
iShares US Real Estate (IYR)-4.10%-7.81%6.29%
First Trust S&P REIT ETF (FRI)-3.53%-7.70%7.76%
Vanguard REIT ETF (VNQ)-3.44%-7.45%8.34%
Wilshire US REIT ETF (WREI)-5.67%-7.23%8.43%

 

Graph of Principal Real Estate Securities J Fund (PREJX) Net Asset TrackingPrincipal Real Estate Securities J (PREJX) Fund Net Asset

Track net asset change of Principal Real Estate Securities J fund (PREJX)

DateNet Asset
01/2016$2.36B
12/2015$2.43B
11/2015$2.37B
More historic net asset information on Principal Real Estate Securities J Fund (PREJX)

  

Graph of Principal Real Estate Securities J Fund (PREJX) Portfolio TrackingPrincipal Real Estate Securities J (PREJX) Fund Portfolio Allocation

Track portfolio allocation change of Principal Real Estate Securities J fund (PREJX)

DateCashStockBondOther
12/20152.8%97.2%0%0%
11/20152.39%97.61%0%0%
10/20152.58%97.42%0%0%
Click here to see more historic asset allocation information on Principal Real Estate Securities J Fund (PREJX)

 

graph of Principal Real Estate Securities J Fund (PREJX) Top 10 Position TrackingTop 10 Holdings in Principal Real Estate Securities J (PREJX) Fund

Discover what Principal Real Estate Securities J Fund (PREJX) manager is buying

Dec 30, 2015
Simon Property Group, Inc. Comm [11.89%]
Public Storage Common Stock [6.84%]
Equity Residential Common Share [5.8%]
Essex Property Trust, Inc. Comm [5.44%]
AvalonBay Communities, Inc. Com [4.64%]
Boston Properties, Inc. Common [4.64%]
Equinix, Inc. [4.58%]
General Growth Properties, Inc. [4.39%]
ProLogis, Inc. Common Stock [4.21%]
Ventas, Inc. Common Stock [3.31%]

Nov 29, 2015
Simon Property Group, Inc. Comm [11.66%]
Public Storage Common Stock [6.79%]
Equity Residential Common Share [5.81%]
Essex Property Trust, Inc. Comm [5.37%]
Equinix, Inc. [4.59%]
Boston Properties, Inc. Common [4.29%]
ProLogis, Inc. Common Stock [4.29%]
General Growth Properties, Inc. [4.21%]
SL Green Realty Corporation Com [4.2%]
AvalonBay Communities, Inc. Com [4.13%]

Oct 30, 2015
Simon Property Group, Inc. Comm [12.55%]
Public Storage Common Stock [6.92%]
Equity Residential Common Share [5.58%]
Essex Property Trust, Inc. Comm [5.1%]
ProLogis, Inc. Common Stock [4.27%]
SL Green Realty Corporation Com [4.2%]
Boston Properties, Inc. Common [4.17%]
General Growth Properties, Inc. [4.12%]
AvalonBay Communities, Inc. Com [3.96%]
Ventas, Inc. Common Stock [3.8%]
Click here for Stock Holding Change Map in Principal Real Estate Securities J Fund (PREJX)

  

Latest News on Principal Real Estate Securities J (PREJX) Fund

See what is happening with Principal Real Estate Securities J Fund (PREJX)

 

Principal Real Estate Securities J Fund (PREJX) Related ResourcesSee more information on Principal Real Estate Securities J (PREJX) Fund

Popular pages on Principal Real Estate Securities J (PREJX) Fund

  

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