Principal Global Real Estate Sec A
Principal Financial Group 711 High St Des Moines IA 50392
Map
Phone: 800-222-5852
| Category: | Global Real Estate | | Fund Family: | Principal Funds | | Net Assets: | 3.91M | | Year-to-Date Return: | -16.86% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Oct-07 |
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Simon Hedger
Lead Manager since
02-Oct-07 | | | Hedger is a portfolio manager, directs the global real estate investment trust activity for Principal Real Estate Investors, the dedicated real estate group of Principal Global Investors. He is head of a real estate investment team based in London and oversees the firms European real estate business. Hedger has over 27 years of property experience. He is the member of both the Royal Institute of Chartered Surveyors and of the Australian Property Institute. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to generate a total return. The fund invests at least 80% of net assets (plus any borrowing for investment purposes) in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry ("real estate companies"), which include real estate companies with at least 50% of assets, income or profits derived from products or services related to the real estate industry. |
| Last Dividend
(30-Jun-08):
| 0.06 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 87.00% | | Average for Category:
| N/A |
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| Expense | POSAX | Category
Avg | | Total Expense Ratio: | 1.45%
| 1.50% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.18% | | Max Deferred Sales Load: | 0.00%
| 2.28% | | 3 Yr Expense Projection*: |
$1,411 | $786 | | 5 Yr Expense Projection*: |
$2,190 | $1,151 | | 10 Yr Expense Projection*: |
$4,217 | $2,319 |
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1.49% Nasdaq 
0.27%
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