PRERX Mutual Fund (Principal Real Estate Securities Fund Class R-3) is managed by Principal Funds with $27.6M in net assets. PRERX expense ratio is 1.37%, holding 38 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2000-12-06.

PRERX performance shows a YTD return of 13.29%. The 1-year return is 11.57% and the 5-year return is 2.94%. PRERX dividend yield stands at 1.84%, paid quarterly.

PRERX 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 PRERX holdings, sector breakdown, or dividend history.

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