Global Real is trading at 9.31 as of the 21st of March 2025; that is 0.21 percent down since the beginning of the trading day. The fund's open price was 9.33. Global Real has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. and non-U.S. companies principally engaged in the real estate industry. For the funds investment policies, a real estate company has at least 50 percent of its assets, income or profits derived from products or services related to the real estate industry.. More on Global Real Estate
Global Real Estate [POSIX] is traded in USA and was established 21st of March 2025. Global Real is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Principal Funds family. This fund at this time has accumulated 2.09 B in assets with no minimum investment requirementsGlobal Real Estate is currently producing year-to-date (YTD) return of 1.21% with the current yeild of 0.02%, while the total return for the last 3 years was -2.8%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Global Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Global Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Global Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Global Mutual Fund
Global Real financial ratios help investors to determine whether Global Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Global with respect to the benefits of owning Global Real security.