Future Scholar 529 College Savings Plan S C - Principal Real Estate Securities 529 Portfolio Fund (CPRGX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 16.18 |
| YTD Return | 9.61% |
| 1-Year Return | 7.74% |
| 5-Year Return | 29.50% |
| 52-Week Low | 14.13 |
| 52-Week High | 16.99 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CPRGX
The Principal Real Estate Securities 529 Portfolio is a specialized investment vehicle designed specifically for 529 college savings plans. Its primary function is to provide a focused investment strategy within the real estate sector, aiming to generate a total return for investors. This portfolio invests entirely in the Principal Real Estate Securities Fund, which targets equity securities of companies primarily engaged in the real estate industry. By concentrating on real estate investments, it offers exposure to various types of real estate companies, including Real Estate Investment Trusts (REITs). The portfolio is tailored to capitalize on the performance potential of the real estate market, making it a distinct option for those seeking sector-specific investment opportunities within their 529 plans.
Performance
CPRGX had a total return of 7.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.30%.