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Fund Intelligence | Best Managers | PREJX Insights | PREJX Score | PREJX Performance | PREJX Manager | PREJX News | PREJX Allocation | PREJX Holdings Change

Mutual Fund Insights: Principal Real Estate Securities J Fund (PREJX)

In-depth Analysis of Principal Real Estate Securities J Fund (PREJX)

Mutual fund chart: Principal Real Estate Securities J Fund (PREJX)

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See Principal Real Estate Securities J Fund (PREJX) performance details as of February 28, 2010

  

    Last Trade: $14.09 on 3/19/2010, Change: -0.16 (-1.12%)

  

Fund Manager - Kelly D. Rush

Fund Manager Tenure: 9.3 years   [Similar Funds: PRENX  PREPX  PRERX  PRETX ]
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Rush directs the Real Estate Investment Trust (REIT) activity for Principal Real Estate Investors, LLC. Kelly D. Rush has been managing the real estate stock portfolio since 1997. Previously, Kelly D. Rush participated in structuring commercial mortgage loans for public real estate companies and the analysis of real estate investment trust issued bonds. Kelly D. Rush has been with the real estate investment area of the firm since 1987. Kelly D. Rush holds the Chartered Financial Analyst designation.  Get more insights on Kelly D. Rush

  

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

Data for Principal Real Estate Securities J Fund (PREJX) as of February 28, 2010

  • Principal Real Estate Securities J Fund (PREJX) management has been with Principal Real Estate Securities J Fund for 9.3 years
  • Principal Real Estate Securities J Fund (PREJX) has good Long-term performance (5-year return 2.96% vs 0.27 % Real Estate category average)
  • 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 57.30% vs Real Estate average of 113.50%. It is good that Principal Real Estate Securities J management does not trade extensively for its return.
  • Principal Real Estate Securities J Fund (PREJX) is less volatile than its peers as it has a 3-year Standard Deviation of 35.61, lower than category average of 38.88

  

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

Data for Principal Real Estate Securities J Fund (PREJX) as of February 28, 2010

  • Principal Real Estate Securities J Fund is a focused fund with 48.70% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Principal Real Estate Securities J Fund (PREJX) has a less-than-ideal short-term performance (1-year return 88.64% vs 94.97 % Real Estate category average)
  • Principal Real Estate Securities J Fund (PREJX) has a less-than-ideal mid-term performance (3-year return -12.86% vs -14.95 % Real Estate category average)
  • Principal Real Estate Securities J Fund (PREJX) is less safe compared to its Real Estate peers
  • Principal Real Estate Securities J Fund (PREJX) has a higher management fee of 1.55% than its Real Estate average of 1.50%
  • Principal Real Estate Securities J Fund (PREJX) carries a 1% load
See Principal Real Estate Securities J Fund (PREJX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Real Estate category?

Below are some additional Real Estate mutual funds generated out of our database

  

Principal Real Estate Securities J Fund (PREJX) Net Asset

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

DateNet Asset
02/2010$1.67B
01/2010$100.25M
11/2009$102.18M
More historic net asset information on Principal Real Estate Securities J Fund (PREJX)

  

Principal Real Estate Securities J Fund (PREJX) Portfolio Allocation

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

DateCashStockBondOther
01/20102.65%97.35%0%0%
10/20091.03%98.47%0%0.5%
09/20090.34%99.15%0%0.51%
Click here to see more historic asset allocation information on Principal Real Estate Securities J Fund (PREJX)

  

Most Recent Top 10 Holdings in Principal Real Estate Securities J Fund (PREJX)

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

31-Jan-10
Simon Property Group, Inc. Comm [11.61%]
Public Storage Common Stock [6.2%]
Boston Properties, Inc. Common [5.61%]
Ventas, Inc. Common Stock [4.25%]
Vornado Realty Trust Common Sto [3.95%]
SL Green Realty Corporation Com [3.91%]
HCP, Inc. Common Stock [3.55%]
Federal Realty Investment Trust [3.31%]
Health Care REIT, Inc. Common S [3.16%]
Equity Residential Common Share [3.15%]

31-Oct-09
SIMON PPTY GRP INC [11.36%]
PUBLIC STG [5.62%]
HCP, INC. [5.59%]
BOSTON PPTYS INC [5.29%]
VENTAS INC [4.24%]
VORNADO REALTY TRUST [3.96%]
SL GREEN REALTY CP [3.64%]
HEALTH CARE REIT [3.04%]
DIGITAL REALTY TRUST [2.69%]
NATIONWIDE HLTH PROP [2.66%]

30-Sep-09
SIMON PPTY GRP INC [11.21%]
PUBLIC STG [5.54%]
BOSTON PPTYS INC [5.51%]
HCP, INC. [5.24%]
VORNADO REALTY TRUST [4.14%]
SL GREEN REALTY CP [3.97%]
VENTAS INC [3.93%]
APT INV & MNGMNT CO [3.11%]
HEALTH CARE REIT [2.76%]
FEDERAL RLTY INV TR [2.71%]
Click here for Stock Holding Change Map in Principal Real Estate Securities J Fund (PREJX)

  

Related books and products to Principal Real Estate Securities J Fund (PREJX)

  

Latest News on Principal Real Estate Securities J (PREJX)

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