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Principal Fds, Inc. Real Estate Securities Fund Cl R-5: (MF: PREPX)

(NASDAQ Mutual Funds) As of Sep 25, 2024 08:00 PM ET

$29.79 USD

-0.09 (-0.30%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 10.65 29
3 months 14.76 35
6 months 14.34 21
1 Year 19.95 36
3 Year 0.45 25
5 Year 5.24 22
10 Year 7.48 4

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 147.67
Bear Market (10/07 - 2/09) -60.77
Bull Market (2/09 - 3/21) 677.24

Load Adjusted Returns as of Aug 31, 2024

1 Year 5.81
5 Year 3.90
10 Year 6.52
Since Inception 9.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 -1.85 0.20 NA NA
2023 3.19 1.85 -6.64 15.24
2022 -5.23 -15.73 -8.60 2.32
2021 6.98 12.03 1.45 14.63
2020 -22.76 11.78 2.59 9.08
2019 17.34 3.10 7.70 0.47

Annual Return

20242023202220212020201920182017201620152014
% Total Return 10.6513.08-25.3139.39-3.3730.94-4.508.815.704.0632.09
% Total Return Rel to Index -8.89-13.16-7.1110.71-21.77-0.54-0.11-12.98-6.232.6818.45
% Total Return Rel to Peer 1.431.89-3.198.030.585.481.940.041.213.7512.40
% Perf Quintile vs Peer* 0.002.002.002.002.001.002.003.002.001.001.00
% Dividends 0.280.690.580.570.560.550.450.310.360.290.27
% Yield 0.942.542.321.622.171.972.021.301.571.231.19
Capital Gains ($) 0.000.000.260.830.090.250.420.500.601.220.22
Expense Ratio 1.061.061.061.061.061.071.071.071.081.081.09

* 1 = Top 20%, 5 = Bottom 20%