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% | 69.80B | 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 25. There are 69 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 | 99 | — | Oct 1995 | POSIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | POSIX vs FSREX | |
| Delaware Ivy Securian Real Estate Securities Fund | 73 | — | Feb 1999 | POSIX vs IRSAX | |
| abrdn Realty Income & Growth Fund | 71 | — | Dec 1998 | POSIX vs AIGYX |
Top Performing POSIX Alternatives (YTD)
POSIX is at 10.67% YTD. There are 66 mutual funds in the REIT category with higher YTD returns, going as high as 20.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 20.50% | — | Dec 2010 | POSIX vs PJEZX | |
| abrdn Realty Income & Growth Fund | 19.48% | — | Dec 1998 | POSIX vs AIGYX | |
| VY CBRE Real Estate Portfolio | 19.11% | — | Jan 1989 | POSIX vs IVRSX | |
| Delaware Ivy Securian Real Estate Securities Fund | 18.92% | — | Feb 1999 | POSIX vs IRSAX | |
| Columbia Real Estate Equity Fund | 18.89% | — | Apr 1994 | POSIX vs CREEX |
Lowest Volatility Alternatives to POSIX
POSIX has 12.21% 1-year volatility. There are 22 mutual funds in the REIT category with lower 1-year volatility, going as low as 0.44%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood Real Estate Income Fund | 0.44% | — | Jun 2023 | POSIX vs CREMX | |
| TIAA Real Estate Account | 1.00% | — | Oct 1995 | POSIX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | POSIX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.73% | — | Jun 2014 | POSIX vs GRIFX | |
| Fidelity Real Estate Income Fund | 4.24% | — | Feb 2003 | POSIX vs FRIFX |
Lowest Drawdown Alternatives to POSIX
POSIX has a 1-year max drawdown of -9.97%. There are 67 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 | -0.29% | — | 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 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -4.46% | — | Dec 2000 | POSIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 6 | 1.06% | — | Dec 2000 | POSIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 9.64% | — | Nov 1986 | POSIX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | 8.01% | — | Feb 2008 | POSIX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.87% | — | Jun 2012 | POSIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.58% | — | Oct 2011 | POSIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 52 | 10.41% | — | Jul 1996 | POSIX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 43 | 4.83% | — | Feb 2001 | POSIX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 40 | 7.15% | — | Feb 2008 | POSIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 41 | 6.42% | — | Feb 2001 | POSIX vs PTDIX |
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