Principal Real Estate Securities R1
Des Moines, IA 50392
711 High Street
Principal Financial Group
(800) 986-3343
管理資訊
Kelly D. Rush,自 2000年12月5日 起的牽頭經辦人
Kelly D. Rush, CFA - CEO, Public Real Assets & CIO, Real Estate Securities As CEO Of Public Real Assets, Kelly provides executive level leadership of Principal Asset Management’s listed real assets strategies including both real estate securities and listed infrastructure. As CIO of Real Estate Securities, he is further responsible for directing the daily activities of the listed real estate securities unit. Kelly founded Principal’s listed U.S. equity real estate securities business in 1998. Under his leadership, the business expanded into managing global strategies in 2007 and the firm is widely recognized as an industry leader in managing listed real estate equity securities. In 2019, Kelly played a leading role in the firm’s launch of a listed infrastructure strategy by successfully advocating for the development of the strategy and the hiring of the lead portfolio manager. Kelly joined the firm in 1987 as a member of Principal Financial Group’s real estate investment division. As a private market investment professional, he was responsible for generating commercial mortgage loan investments. In the mid-1990s his focus shifted to structuring commercial mortgage loans for public real estate companies and analyzing bonds issued by the same. Kelly received his MBA in business administration and a bachelor’s degree in finance from the University of Iowa. He has earned the right to use the Chartered Financial Analyst designation and is a member of both the Iowa Society of Financial Analysts and the CFA Institute.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Real Estate
基金家族Principal Funds
淨資產5.49B
本年度至今日回報-9.42%
收益率2.20%
晨星評級★★★★
成立日期2000年12月5日
基金運作
上次股息0.10
上次資本增益1.00
持股週轉率16.10%
組別平均無
費用與支出
支出PRAEX類別平均
年報支出比率 (淨值)0.81%1.08%
招股書淨支出比率0.81%無
招股書總支出比率0.81%無
最高 12b1 費用無無
最高首次認購費無5.10%
最高遞延銷售費用無1.13%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
