PREPX Mutual Fund (Principal Real Estate Securities Fund Class R-5) is managed by Principal Funds with $53.6M in net assets. PREPX expense ratio is 1.06%, holding 38 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2000-12-06.

PREPX performance shows a YTD return of 13.47%. The 1-year return is 11.95% and the 5-year return is 3.26%. PREPX dividend yield stands at 2.15%, paid quarterly.

PREPX 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 PREPX holdings, sector breakdown, or dividend history.

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