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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: $22.42 on 12/19/2014, Change: -0.01 (-0.04%)

 

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

Fund Manager Information

Fund Manager Tenure: 2.5 years
Similar Funds: PRENX  PREPX  PRERX  PRETX 
Fund Family: Principal Funds
Fund Category: Real Estate
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: A (Score: 0.74)     (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 Nov 29, 2014

  • Principal Real Estate Securities J Fund (PREJX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Principal Real Estate Securities J Fund (PREJX) has good short-term performance (1-year return 29.73% vs 27.97% Real Estate category median performance)
  • Principal Real Estate Securities J Fund (PREJX) has good mid-term performance (3-year return 17.59% vs 16.27% Real Estate category median performance)
  • Principal Real Estate Securities J Fund (PREJX) has good Long-term performance (5-year return 17.62% vs 17.29% 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
  • Asset base in Principal Real Estate Securities J Fund (PREJX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal Real Estate Securities J Fund (PREJX) has an annual stock turnover rate of 42.10% vs Real Estate average of 48.77%. 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: 1.29% vs 1.34%

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 Nov 29, 2014

  • Principal Real Estate Securities J Fund (PREJX) management has been with Principal Real Estate Securities J Fund for only 2.5 years, it is hard to judge manager's ability based on this fund's operation record
  • Principal Real Estate Securities J Fund (PREJX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.39 that is higher than category average of 12.93
  • 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 Nov 29, 2014

 

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 J29.2429.7317.5917.62
Alpine Realty Income & Growth Instl (AIGYX)29.3830.5517.8518.59Compare
Cohen & Steers Real Estate Securities I (CSDIX)29.3130.3718.4518.43Compare
E.I.I. Realty Securities Instl (EIIRX)28.1429.0417.1318.29Compare

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
iShares FTSE NAREIT Resid Plus Cp Idx (REZ)33.24%32.44%15.59%
iShares Cohen & Steers Realty Majors (ICF)31.51%32.01%15.97%
Schwab US REIT ETF (SCHH)29.50%30.03%17.04%
SPDR Dow Jones REIT (RWR)29.38%29.98%16.89%
Wilshire US REIT ETF (WREI)30.16%29.66%17.61%

 

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
11/2014$2.11B
10/2014$1.82B
09/2014$1.81B
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
10/20140%98.99%0%1.01%
09/20140%99.36%0%0.64%
08/20140%99.02%0%0.98%
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

Oct 30, 2014
Simon Property Group, Inc. Comm [11.27%]
Essex Property Trust, Inc. Comm [4.75%]
SL Green Realty Corporation Com [4.21%]
ProLogis, Inc. Common Stock [4.15%]
Ventas, Inc. Common Stock [4.14%]
Host Hotels & Resorts, Inc. Com [4.11%]
Boston Properties, Inc. Common [3.99%]
Health Care REIT, Inc. Common S [3.86%]
Public Storage Common Stock [3.8%]
General Growth Properties, Inc. [3.73%]

Sep 29, 2014
Simon Property Group, Inc. Comm [11.56%]
Essex Property Trust, Inc. Comm [4.71%]
ProLogis, Inc. Common Stock [4.2%]
Host Hotels & Resorts, Inc. Com [4.2%]
SL Green Realty Corporation Com [4.12%]
Boston Properties, Inc. Common [4.09%]
Ventas, Inc. Common Stock [4.09%]
Public Storage Common Stock [3.83%]
General Growth Properties, Inc. [3.81%]
Health Care REIT, Inc. Common S [3.78%]

Aug 30, 2014
Simon Property Group, Inc. Comm [11.25%]
Essex Property Trust, Inc. Comm [4.79%]
Boston Properties, Inc. Common [4.5%]
ProLogis, Inc. Common Stock [4.3%]
Host Hotels & Resorts, Inc. Com [4.23%]
SL Green Realty Corporation Com [4.19%]
Public Storage Common Stock [3.8%]
General Growth Properties, Inc. [3.74%]
Vornado Realty Trust Common Sto [3.74%]
Health Care REIT, Inc. Common S [3.67%]
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

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