BYREPrincipal Real Estate Active Opportunities ETF

Grow my money4y track recordRanked #2,196 of 2,960 in this goal

Seeks total return and income.

By Principal Funds · Launched 2022

Annual Cost

0.60%

#3,108 of 5,562 · average

Fund Size

$26M

#4,177 of 5,562 · small

Return (1Y)Goal

+8.8%

Track Record

4 years

#2,690 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,851+8.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Active selection

Sector

Real estate

Focus

Real Assets

What it actually holds

By weight

Concentration

Top 10 holdings = 54.0% of fundmoderately concentrated

Welltower Inc

7.3%

American Tower Corp

7.0%

Equinix Inc

6.7%

Sabra Health Care REIT Inc

5.9%

Crown Castle Inc

5.1%

Extra Space Storage Inc

4.9%

Prologis Inc

4.7%

Ventas Inc

4.3%

Gaming and Leisure Properties Inc

4.1%

Invitation Homes Inc

3.9%

Asset allocation

Stocks

99.3%

Cash

0.7%

By sector

Real Estate

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

12.9%Moderate

Year-on-year price swings

Max drawdown

-25.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.39Below average

Sortino (3Y)

0.56Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks total return and income.
Strategy: Invests primarily in equity securities of companies engaged in the real estate industry, including REITs and non-REITs. Employs a fundamental-based approach to select securities, focusing on market outlook, management skill, and income durability. Concentrates investments in real estate, allowing for higher exposure to individual issuers.
Inception date: May 18, 2022
Fund family: Principal Funds