PREJX Mutual Fund
PREJX Mutual Fund
Principal Real Estate Securities Fund Class J

PREJX Mutual Fund Overview
PREJX Mutual Fund (Principal Real Estate Securities Fund Class J) is managed by Principal Funds with $125.9M in net assets. PREJX expense ratio is 1.09%, holding 38 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2001-03-01.
PREJX performance shows a YTD return of 13.46%. The 1-year return is 11.89% and the 5-year return is 3.23%. PREJX dividend yield stands at 2.11%, paid quarterly.
PREJX top holdings include Welltower Inc (9.2%), American Tower Corporation (8.8%), Equinix Inc. Real Estate Investment Trust (8.7%), Ventas, Inc. (6.7%), Prologis Inc (6.6%). View all PREJX holdings, sector breakdown, or dividend history.
PREJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PREJX alternatives are available via the screener, along with tax-loss harvesting opportunities.