Real Estate Securities FundPRCEX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
US equity: Real Estate
Net assets
$6.7B
Expense ratio
2.07%
1-year return
+10.0%
3 years, a year
+8.4%
5 years, a year
+1.1%
Holdings
43

What it aims to do.

The Fund seeks to generate a total return.

Top 10 holdings.

Holding% of fund
EQIX Equinix Inc10.45%
WELL Welltower Inc9.56%
AMT American Tower Corp7.86%
VTR Ventas Inc6.97%
PLD Prologis Inc5.99%
EXR Extra Space Storage Inc4.40%
DLR Digital Realty Trust Inc3.72%
AvalonBay Communities Inc3.52%
REG Regency Centers Corp3.40%
IRM Iron Mountain Inc3.03%

More on PRCEX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.