Principal Global Real Estate Securities Fund (POSIX) belongs to the REIT category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with POSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to POSIX
POSIX charges 0.94% annually. There are 50 mutual funds in the REIT category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Real Estate Index Fund | 0.07% | — | Aug 2011 | POSIX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | POSIX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | POSIX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | POSIX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | POSIX vs VGRNX |
Best Risk-Adjusted Alternatives to POSIX
POSIX has a PortfoliosLab risk / return rank of 9. There are 77 mutual funds in the REIT category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 100 | — | Jun 2023 | POSIX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | POSIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 89 | — | Oct 2011 | POSIX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 48 | — | Oct 2018 | POSIX vs FIKMX | |
| Fidelity Advisor Real Estate Income Fund Class I | 47 | — | — | POSIX vs FRIRX |
Top Performing POSIX Alternatives (YTD)
POSIX is at 6.90% YTD. There are 66 mutual funds in the REIT category with higher YTD returns, going as high as 12.78%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 12.78% | — | Dec 2010 | POSIX vs PJEZX | |
| LDR Real Estate Value Opportunity Fund | 12.76% | — | Dec 2002 | POSIX vs HLRRX | |
| MainStay CBRE Real Estate Fund | 12.42% | — | Dec 1996 | POSIX vs CRARX | |
| BlackRock Real Estate Securities Fund | 12.38% | — | Sep 2012 | POSIX vs BIREX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.29% | — | Oct 2003 | POSIX vs PRRSX |
Lowest Volatility Alternatives to POSIX
POSIX has 11.82% 1-year volatility. There are 24 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.43% | — | Jun 2023 | POSIX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | POSIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.47% | — | Oct 2011 | POSIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | POSIX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | POSIX vs FRINX |
Lowest Drawdown Alternatives to POSIX
POSIX has a 1-year max drawdown of -9.97%. There are 68 mutual funds in the REIT category with shallower 1-year drawdowns, going as shallow as -0.04%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | -0.04% | — | Jun 2023 | POSIX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | POSIX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | POSIX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | POSIX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | POSIX vs FRIFX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -7.38% | — | Dec 2000 | POSIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 12 | 6.11% | — | Dec 2000 | POSIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 55 | 10.80% | — | Nov 1986 | POSIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | 0.26% | — | Jun 2012 | POSIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.67% | — | Oct 2011 | POSIX vs PSMIX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 49 | 9.67% | — | Feb 2008 | POSIX vs LTFIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.70% | — | Jul 1996 | POSIX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 56 | 15.97% | — | Dec 2000 | POSIX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 53 | 6.02% | — | Feb 2001 | POSIX vs PMTIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 61 | 8.76% | — | May 1939 | POSIX vs PQIAX |
Often Compared With POSIX
Investors most often compare POSIX with CSRSX, DFREX, VNQ. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare POSIX with Any Fund or Stock
Compare POSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POSIX with funds that move differently
Principal Global Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POSIX.
Explore POSIX Diversifiers