PIREX Mutual Fund

PIREX Mutual Fund (Principal Real Estate Securities Fund Institutional Class) is managed by Principal Funds with $3.52B in net assets. PIREX expense ratio is 0.86%, holding 47 positions across sectors including Real Estate, Industrials, Consumer Discretionary. Inception date: 2001-03-01.

PIREX performance shows a YTD return of 7.74%. The 1-year return is 5.35% and the 5-year return is 2.29%. PIREX dividend yield stands at 2.36%, paid quarterly.

PIREX top holdings include Welltower, Inc. (10.9%), Equinix Inc. Real Estate Investment Trust (9.4%), American Tower Corporation (7.5%), Ventas  Inc . (6.1%), Prologis Inc (5.6%). Go to all PIREX holdings, PIREX sectors, or PIREX dividends.

PIREX can be compared against other funds. Use PIREX overlap to find shared positions, or PIREX vs another fund for a side-by-side view. PIREX alternatives are available via the screener, along with tax-loss harvesting opportunities.