Real Estate
Principal Real Estate Securities Fund
Last updated: 2026-03-23
The Verdict
Principal Real Estate Securities Fund charges an expense ratio of 1.06%. On a $100,000 portfolio, that's $1,060 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $810 per year.
Expense Ratio
1.06%
Star Rating
3/ 5
Market Beta
0.95
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
Principal Real Estate Securities Fund charges 1.06% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.81 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
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Frequently Asked Questions
What is the expense ratio of Principal Real Estate Securities Fund?
Principal Real Estate Securities Fund has an expense ratio of 1.06%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate Principal Real Estate Securities Fund?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
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