PGZ ETF (Principal Real Estate Income Fund) is managed by Principal Funds with $74.2M in net assets. PGZ expense ratio is 2.16%, holding 110 positions across sectors including Other, Real Estate, Unknown. Inception date: 2013-06-26.

PGZ performance shows a YTD return of 9.06%. The 1-year return is 7.05% and the 5-year return is 0.97%. PGZ dividend yield stands at 11.36%, paid monthly.

PGZ top holdings include State Street Treasury Plus Money Market Portfolio (6.6%), Bmo 2022-C1 Mortgage Trust 2 2032-02-15 (5.1%), Commercial Mortgage Trust (4.5%), Wells Fargo Commercial Mortgage Trust 2025-5C3 01/15/2058 2.652 (4.0%), Citigroup Commercial Mortgage Trust 2019-Gc43 (3.8%). View all PGZ holdings, sector breakdown, or dividend history.

PGZ can be compared against other funds using the overlap calculator or side-by-side comparison tool. PGZ alternatives are available via the screener, along with tax-loss harvesting opportunities.