Real Estate Debt Fund Quote
| PDIFX Fund | USD 14.96 0.02 0.13% |
PerformanceModest
| Odds Of DistressLow
|
Real Estate is trading at 14.96 as of the 22nd of May 2025; that is 0.13% increase since the beginning of the trading day. The fund's open price was 14.94. Real Estate has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of February 2025 and ending today, the 22nd of May 2025. Click here to learn more.
The fund invests primarily in foreign equity securities. It has no limitation on the percentage of assets that are invested in any one country or denominated in any one currency, but the fund typically invests in foreign securities of at least 20 countries. More on Real Estate Debt
Moving together with Real Mutual Fund
Real Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, Principal Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
Real Estate Debt [PDIFX] is traded in USA and was established 22nd of May 2025. Real Estate is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Principal Funds family. This fund at this time has accumulated 11.28 B in assets with no minimum investment requirementsReal Estate Debt is currently producing year-to-date (YTD) return of 14.63% with the current yeild of 0.02%, while the total return for the last 3 years was 11.79%.
Check Real Estate Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Real Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Real Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Real Estate Debt Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Real Estate Debt Mutual Fund Constituents
| ASML | ASML Holding NV | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| CRH | CRH PLC ADR | Stock | Materials | |
| ROG | Rogers | Stock | Information Technology |
Real Estate Top Holders
| PPLIX | Principal Lifetime 2050 | Mutual Fund | Target-Date 2050 | |
| PTDIX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| PTBAX | Principal Lifetime 2020 | Mutual Fund | Target-Date 2020 | |
| PTDJX | Principal Lifetime 2040 | Mutual Fund | Target-Date 2040 | |
| PHTTX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2020 | |
| PLJTX | Principal Lifetime Hybrid | Mutual Fund | Target-Date 2050 | |
| LTRVX | Principal Lifetime 2045 | Mutual Fund | Target-Date 2045 | |
| PLTJX | Principal Lifetime 2030 | Mutual Fund | Target-Date 2030 |
Real Estate Debt Risk Profiles
| Mean Deviation | 0.9523 | |||
| Semi Deviation | 1.6 | |||
| Standard Deviation | 1.54 | |||
| Variance | 2.38 |
Real Estate Against Markets
Other Information on Investing in Real Mutual Fund
Real Estate financial ratios help investors to determine whether Real Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Real with respect to the benefits of owning Real Estate security.
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