Principal Real Estate Securities Fund (PRERX) 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 PRERX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRERX
PRERX charges 1.37% annually. There are 92 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 | PRERX vs FSRNX | |
| Fidelity SAI Real Estate Index Fund | 0.07% | — | Feb 2016 | PRERX vs FESIX | |
| Vanguard Real Estate II Index Fund | 0.08% | — | Sep 2017 | PRERX vs VRTPX | |
| Vanguard Real Estate Index Fund Institutional Shar... | 0.10% | 69.90B | Dec 2003 | PRERX vs VGSNX | |
| Vanguard Global ex-U.S. Real Estate Index Fund Ins... | 0.11% | — | Apr 2011 | PRERX vs VGRNX |
Best Risk-Adjusted Alternatives to PRERX
PRERX has a PortfoliosLab risk / return rank of 10. There are 80 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 | PRERX vs CREMX | |
| TIAA Real Estate Account | 98 | — | Oct 1995 | PRERX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 88 | — | Oct 2011 | PRERX vs FSREX | |
| Fidelity Advisor Real Estate Income Fund Class Z | 47 | — | Oct 2018 | PRERX vs FIKMX | |
| Fidelity Real Estate Income Fund | 46 | — | Feb 2003 | PRERX vs FRIFX |
Top Performing PRERX Alternatives (YTD)
PRERX is at 10.20% YTD. There are 28 mutual funds in the REIT category with higher YTD returns, going as high as 13.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM US Real Estate Fund | 13.17% | — | Dec 2010 | PRERX vs PJEZX | |
| PIMCO Variable Insurance Trust Real Estate Real Re... | 12.55% | — | Oct 2003 | PRERX vs PRRSX | |
| MainStay CBRE Real Estate Fund | 12.52% | — | Dec 1996 | PRERX vs CRARX | |
| VY CBRE Real Estate Portfolio | 12.36% | — | Jan 1989 | PRERX vs IVRSX | |
| LDR Real Estate Value Opportunity Fund | 12.31% | — | Dec 2002 | PRERX vs HLRRX |
Lowest Volatility Alternatives to PRERX
PRERX has 12.70% 1-year volatility. There are 49 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 | PRERX vs CREMX | |
| TIAA Real Estate Account | 0.77% | — | Oct 1995 | PRERX vs QREARX | |
| Fidelity Series Real Estate Income Fund | 2.46% | — | Oct 2011 | PRERX vs FSREX | |
| Apollo Diversified Real Estate Fund Class I | 3.58% | — | Jun 2014 | PRERX vs GRIFX | |
| Fidelity Advisor Real Estate Income Fund Class A | 4.03% | — | Apr 2010 | PRERX vs FRINX |
Lowest Drawdown Alternatives to PRERX
PRERX has a 1-year max drawdown of -7.46%. There are 14 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 | PRERX vs CREMX | |
| TIAA Real Estate Account | -0.37% | — | Oct 1995 | PRERX vs QREARX | |
| Apollo Diversified Real Estate Fund Class I | -1.70% | — | Jun 2014 | PRERX vs GRIFX | |
| Fidelity Series Real Estate Income Fund | -2.06% | — | Oct 2011 | PRERX vs FSREX | |
| Fidelity Real Estate Income Fund | -3.42% | — | Feb 2003 | PRERX vs FRIFX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -8.74% | — | Dec 2000 | PRERX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 10 | 4.49% | — | Dec 2000 | PRERX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 9.93% | — | Nov 1986 | PRERX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | -1.61% | — | Jun 2012 | PRERX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | PRERX vs PSMIX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 45 | 8.75% | — | Feb 2008 | PRERX vs LTFIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 10.88% | — | Jul 1996 | PRERX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 50 | 14.99% | — | Dec 2000 | PRERX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 48 | 5.39% | — | Feb 2001 | PRERX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 45 | 7.87% | — | Feb 2008 | PRERX vs LTRIX |
Often Compared With PRERX
Investors most often compare PRERX with SPY, AAFTX, FRIRX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PRERX with Any Fund or Stock
Compare PRERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRERX with funds that move differently
Principal Real Estate Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRERX.
Explore PRERX Diversifiers