Future Scholar 529 College Savings Plan S C - Principal Real Estate Securities 529 Portfolio Fund (CPRHX)
| 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 | 16.81 |
| 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 CPRHX
Principal Real Estate Securities 529 Portfolio Class AG is an open-end mutual fund designed to provide investors with access to a diversified portfolio focused on the real estate sector. The fund primarily invests in equity securities of companies that are principally engaged in the ownership, management, development, or financing of real estate, including Real Estate Investment Trusts (REITs). Its primary function is to offer exposure to the real estate asset class, allowing investors to participate in the performance of property markets through listed securities. This portfolio is part of a 529 plan, making it suitable for investors looking to incorporate real estate strategies within education savings vehicles. The fund’s management emphasizes risk-adjusted performance through a disciplined and research-driven selection process, often favoring companies with strong fundamentals and attractive valuations. By targeting real estate equities, the fund plays a significant role in diversifying broader investment portfolios and potentially providing an inflation hedge, given real estate's historical sensitivity to economic cycles and price stability. The fund is overseen by experienced managers and leverages the resources of Principal Asset Management, a firm with a notable track record in real asset investing.
Performance
CPRHX 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%.