PREJX – Principal Real Estate Securities J Investment Strategy | Morningstar

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Strategy

The investment seeks to generate a total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry. It invests in equity securities regardless of market capitalization (small, medium or large). The fund concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PIREX	Principal Real Estate Securities Fund Institutional Class	Institutional	Open			Mar 1, 2001	$3.48B	0.860%	Average	$0	−$335.39M
PRRAX	Principal Real Estate Securities Fund Class A	Front Load	Open			Jun 28, 2005	$168.34M	1.190%	Below Average	$1,000	−$23.45M
PRCEX	Principal Real Estate Securities Fund Class C	Level Load	Open			Jan 16, 2007	$8.79M	2.070%	Above Average	$1,000	−$3.84M
PREPX	Principal Real Estate Securities Fund R-5 Class	Retirement, Large	Open			Dec 6, 2000	$47.99M	1.060%	High	$0	−$32.62M
PFRSX	Principal Real Estate Securities Fund Class R6	Retirement, Large	Open			Nov 22, 2016	$2.45B	0.810%	Below Average	$0	$97.92M
PRERX	Principal Real Estate Securities Fund R-3 Class	Retirement, Medium	Open			Dec 6, 2000	$24.40M	1.370%	Average	$0	−$4.87M
PREJX	Principal Real Estate Securities Fund Class J	Retirement, Medium	Open			Mar 1, 2001	$114.62M	1.090%	Low	$1,000	−$16.09M

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