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Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States. more
Time Frame | PGZ | S&P500 |
---|---|---|
1-Week Return | 4.43% | 0.24% |
1-Month Return | -2.5% | -7.32% |
3-Month Return | -1.55% | -12.05% |
6-Month Return | -6.89% | -9.73% |
1-Year Return | 4.14% | 5.05% |
3-Year Return | -32.47% | 20.03% |
5-Year Return | -19.54% | 83.31% |
10-Year Return | -47.84% | 153.54% |
Time Frame | PGZ | S&P500 |
---|---|---|
1-Week Return | 858.53% | 13.31% |
1-Month Return | -26.51% | -60.34% |
3-Month Return | -6.14% | -40.59% |
6-Month Return | -13.48% | -18.74% |
1-Year Return | 4.14% | 5.05% |
3-Year Return | -12.27% | 6.27% |
5-Year Return | -4.26% | 12.89% |
10-Year Return | -6.30% | 9.75% |
Sector | Weight |
---|---|
Financials | 100.00% |
Principal Real Estate Income Closed Fund (PGZ) share price today is $10.13.
Yes, Indians can buy shares of Principal Real Estate Income Closed Fund (PGZ) on Vested. To buy PGZ from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of Principal Real Estate Income Closed Fund (PGZ) on Vested. You can start investing in Principal Real Estate Income Closed Fund (PGZ) with a minimum investment of $1.
The 52-week high price of Principal Real Estate Income Closed Fund (PGZ) is $10.54. The 52-week low price of Principal Real Estate Income Closed Fund (PGZ) is $8.39.
The stock symbol (or ticker) of Principal Real Estate Income Closed Fund is PGZ.
Yes, you can setup SIP in Principal Real Estate Income Closed Fund shares. Follow the below steps to create the SIP:
Here is the historical performance of PGZ on the Vested app.
You can also access the top holdings, the expense ratio, and the sector breakdown for Principal Real Estate Income Closed Fund on Vested.