PFRSX Mutual Fund (Principal Real Estate Securities Fund Class R6) is managed by Principal Funds with $2.81B in net assets. PFRSX expense ratio is 0.81%, holding 38 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2016-11-22.

PFRSX performance shows a YTD return of 13.59%. The 1-year return is 12.19% and the 5-year return is 3.52%. PFRSX dividend yield stands at 2.28%, paid quarterly.

PFRSX 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 PFRSX holdings, sector breakdown, or dividend history.

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