Future Scholar 529 College Savings Plan S C - Principal Real Estate Securities 529 Portfolio Fund (CPRLX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

17.62

-0.07 (-0.40%)

At close: Aug 26, 2026

14.49% (1Y)

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	17.69
YTD Return	16.69%
1-Year Return	14.49%
5-Year Return	n/a
52-Week Low	14.99
52-Week High	18.09
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About CPRLX

Principal Real Estate Securities 529 Portfolio Class I is an open-end mutual fund designed to offer targeted exposure to the U.S. real estate sector, specifically tailored for education savings within 529 college savings plans. The portfolio invests exclusively in the Principal Real Estate Securities Fund, which is managed with a strategy focused on generating total return by investing at least 80% of its assets in equity securities of companies primarily engaged in the real estate industry. This includes a broad spectrum of real estate investment trusts (REITs) and related companies, spanning various market capitalizations. The fund emphasizes a "quality at the right price" investment approach, seeking above-average companies trading at average or discounted valuations, and leverages deep in-house real estate insights. As a result, it serves a specialized role for investors seeking long-term capital appreciation through the real estate market, while also benefitting from the tax advantages offered by 529 education savings plans. The fund is subject to specific risks associated with real estate investments, such as market, industry concentration, and liquidity risks, reflecting its focus within a single sector.

Stock Exchange NASDAQ

Ticker Symbol CPRLX

Performance

CPRLX had a total return of 14.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.43%.