Investment Test Drive

PRERX Principal Real Estate Securities R3

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund PRERX Principal Real Estate Securities R3 REZ iShares Residential Rel Est Capped MRESX AMG Managers CenterSquare Real Estate S  
Similarity
?
100% 94% 93%
Annual Fees
?
$146.78
(1.39% Exp. Ratio)
$50.69
(0.48% Exp. Ratio)
$112.99
(1.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$33,666.72 $44,348.93 $37,103.28
Est. savings over 30 yrs +$10,682.20 +$3,436.56
Return
As of 10/31/16
1 YR RETURN 4.85%
3 YR 10.61%
5 YR 11.31%
10 YR 5.21%
1 YR RETURN 7.97%
3 YR 11.97%
5 YR 11.32%
10 YR --
1 YR RETURN 5.33%
3 YR 10.78%
5 YR 11.35%
10 YR 6.12%
Description
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 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 track the investment results of the FTSE NAREIT All Residential Capped Index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index measures the performance of the residential apartments, manufactured homes, healthcare and self-storage real estate sectors of the U.S. equity market. The fund is non-diversified.
The investment seeks to achieve a combination of income and long-term capital appreciation. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in stocks of companies principally engaged in the real estate industry, including Real Estate Investment Trusts. For purposes of the fund's investment policies, the Subadvisor considers a company is in the real estate industry if it derives at least 50% of its revenues from, or if it has at least 50% of its assets in, companies principally engaged in the real estate industry, including REITs. The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

Similarity

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.

+

Your Feedback has been sent successfully!