BYREPrincipal Real Estate Active Opportunities ETF
Seeks total return and income.
By Principal Funds · Launched 2022
Annual Cost
0.60%
#3,228 of 5,854 · average
Fund Size
$26M
#4,283 of 5,854 · small
Return (1Y)Goal
+13.3%
Track Record
4 years
#2,626 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,433+14.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 54.7% of fundmoderately concentrated
Equinix Inc
8.4%
Welltower Inc
7.6%
American Tower Corp
6.7%
Sabra Health Care REIT Inc
5.5%
Prologis Inc
4.8%
Crown Castle Inc
4.6%
Ventas Inc
4.5%
Iron Mountain Inc
4.3%
Gaming and Leisure Properties Inc
4.2%
Extra Space Storage Inc
4.1%
Asset allocation
Stocks
99.0%
Cash
0.9%
Bonds
0.1%
By sector
Real Estate
100.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.8%Moderate
Year-on-year price swings
Max drawdown
-25.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.39Below average
Sortino (3Y)
0.55Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks total return and income.
- Strategy
- Invests primarily in equity securities of U.S. and non-U.S. companies in the real estate industry, including small companies. Concentrates investments in real estate, relying on fundamental analysis to select securities based on quality assessment and relative valuation.
- Inception date
- May 18, 2022
- Fund family
- Principal Funds
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Data updated on 2026-08-04