Principal Real Estate Active Opp ETF (BYRE)
23.25
+0.07
(+0.30%)
USD |
NYSEARCA |
Jul 03, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.65% | 0.05% | 10.23M | 1293.10 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.53% | 17.60% | 4.219M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies principally engaged in the real estate industry at the time of purchase. It invests primarily in equity securities of U.S. companies, including those of small companies. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Sector Equity |
Broad Category | Equity |
Category Name | Real Estate |
Category Index | S&P United States REIT TR USD |
Global Category Name | Real Estate Sector Equity |
YCharts Categorization | Real Estate Equity |
YCharts Benchmark | S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR) |
Prospectus Objective | Specialty - Real Estate |
Fund Owner Firm Name | Principal Funds |
Prospectus Benchmark Index | |
FTSE Nareit All Equity REITs TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSWNTR | 100.0% |
Manager Tenure | |
Anthony Kenkel | 2.04 yrs |
Keith Bokota | 2.04 yrs |
Kelly Rush | 2.04 yrs |
Performance Versus Category
As of July 03, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of July 03, 2024.
Basic Info
Investment Strategy | |
The investment seeks total return. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies principally engaged in the real estate industry at the time of purchase. It invests primarily in equity securities of U.S. companies, including those of small companies. The fund is non-diversified. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Sector Equity |
Broad Category | Equity |
Category Name | Real Estate |
Category Index | S&P United States REIT TR USD |
Global Category Name | Real Estate Sector Equity |
YCharts Categorization | Real Estate Equity |
YCharts Benchmark | S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR) |
Prospectus Objective | Specialty - Real Estate |
Fund Owner Firm Name | Principal Funds |
Prospectus Benchmark Index | |
FTSE Nareit All Equity REITs TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^MSWNTR | 100.0% |
Manager Tenure | |
Anthony Kenkel | 2.04 yrs |
Keith Bokota | 2.04 yrs |
Kelly Rush | 2.04 yrs |