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PRERX Principal Real Estate Securities R3

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Fund PRERX Principal Real Estate Securities R3 MNREX Manning & Napier Real Estate S  
100% 93%
Annual Fees
(1.39% Exp. Ratio)
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$33,650.47 $36,861.11
Est. savings over 30 yrs +$3,210.64
As of 9/30/16
1 YR RETURN 16.88%
3 YR 14.23%
5 YR 15.83%
10 YR 6.45%
1 YR RETURN 20.45%
3 YR 14.28%
5 YR 16.40%
10 YR --
The investment seeks to generate a total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies principally engaged in the real estate industry at the time of each purchase. It invests in equity securities of small, medium, and large market capitalization companies. The fund concentrates its investments (invest more than 25% of its net assets) in securities in the real estate industry. It is non-diversified.
The investment seeks to provide high current income and long-term capital appreciation by investing principally in companies in the real estate industry. The fund will invest, under normal circumstances, at least 80% of its net assets in securities of companies that are principally engaged in the real estate industry. These companies include those directly engaged in the real estate industry as well as in industries serving and/or related to the real estate industry. The fund's investment in debt securities is subject to a limit of 20% of the series' assets (measured at the time of purchase).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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