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Principal Real Asset Fund

CIK: 0001756404 PDSRX Equity
Report date: 2026-05-26
AUM $171M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

53 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 KNTK Kinetik Holdings Inc Since 2026-07-07 02215L209 Equity (Common)
0.27%
$0.45 9,341
2 AMH American Homes 4 Rent Since 2026-07-07 02665T306 Equity (Common)
0.08%
$0.14 4,907
3 CF CF Industries Holdings Inc Since 2026-07-07 125269100 Equity (Common)
0.05%
$0.09 674
4 CTRA Coterra Energy Inc Since 2026-07-07 127097103 Equity (Common)
0.01%
$0.02 540
5 CNP CenterPoint Energy Inc Since 2026-07-07 15189T107 Equity (Common)
0.47%
$0.80 18,562
6 COP ConocoPhillips Since 2026-07-07 20825C104 Equity (Common)
0.07%
$0.12 887
7 ED Consolidated Edison Inc Since 2026-07-07 209115104 Equity (Common)
0.44%
$0.74 6,572
8 CDP COPT Defense Properties Since 2026-07-07 22002T108 Equity (Common)
0.05%
$0.08 2,531
9 CTVA Corteva Inc Since 2026-07-07 22052L104 Equity (Common)
0.14%
$0.24 2,916
10 CURB Curbline Properties Corp Since 2026-07-07 23128Q101 Equity (Common)
0.03%
$0.05 1,988
11 DTM DT Midstream Inc Since 2026-07-07 23345M107 Equity (Common)
0.28%
$0.48 3,595
12 DAR Darling Ingredients Inc Since 2026-07-07 237266101 Equity (Common)
0.02%
$0.04 673
13 FANG Diamondback Energy Inc Since 2026-07-07 25278X109 Equity (Common)
0.02%
$0.03 133
14 DLR Digital Realty Trust Inc Since 2026-07-07 253868103 Equity (Common)
0.09%
$0.16 892
15 EOG EOG Resources Inc Since 2026-07-07 26875P101 Equity (Common)
0.03%
$0.06 391
16 EQIX Equinix Inc Since 2026-07-07 29444U700 Equity (Common)
0.57%
$0.97 985
17 ELS Equity LifeStyle Properties Inc Since 2026-07-07 29472R108 Equity (Common)
0.04%
$0.06 1,005
18 WFG West Fraser Timber Co Ltd Since 2026-07-07 N/A Equity (Common)
0.04%
$0.06 926
19 ESS Essex Property Trust Inc Since 2026-07-07 297178105 Equity (Common)
0.05%
$0.08 336
20 EXR Extra Space Storage Inc Since 2026-07-07 30225T102 Equity (Common)
0.10%
$0.17 1,310
21 FCX Freeport-McMoRan Inc Since 2026-07-07 35671D857 Equity (Common)
0.10%
$0.18 3,037
22 GLPI Gaming and Leisure Properties Inc Since 2026-07-07 36467J108 Equity (Common)
0.04%
$0.07 1,663
23 AHR American Healthcare REIT Inc Since 2026-07-07 398182303 Equity (Common)
0.13%
$0.22 4,581
24 HLT Hilton Worldwide Holdings Inc Since 2026-07-07 43300A203 Equity (Common)
0.04%
$0.07 218
25 IVT InvenTrust Properties Corp Since 2026-07-07 46124J201 Equity (Common)
0.06%
$0.10 3,120
26 JAN Janus Living Inc Since 2026-07-07 471024109 Equity (Common)
0.02%
$0.03 1,304
27 ICL ICL Group Ltd Since 2026-07-07 N/A Equity (Common)
0.04%
$0.06 11,981
28 NEE NextEra Energy Inc Since 2026-07-07 65339F101 Equity (Common)
1.15%
$1.97 21,166
29 EQNR Equinor ASA Since 2026-07-07 N/A Equity (Common)
0.04%
$0.07 1,539
30 PSX Phillips 66 Since 2026-07-07 718546104 Equity (Common)
0.03%
$0.05 291
31 RS Reliance Inc Since 2026-07-07 759509102 Equity (Common)
0.02%
$0.03 110
32 RHP Ryman Hospitality Properties Inc Since 2026-07-07 78377T107 Equity (Common)
0.04%
$0.07 803
33 SBRA Sabra Health Care REIT Inc Since 2026-07-07 78573L106 Equity (Common)
0.04%
$0.07 3,636
34 SEE Sealed Air Corp Since 2026-07-07 81211K100 Equity (Common)
0.02%
$0.03 626
35 SRE Sempra Since 2026-07-07 816851109 Equity (Common)
0.63%
$1.08 11,071
36 SPG Simon Property Group Inc Since 2026-07-07 828806109 Equity (Common)
0.06%
$0.10 521
37 SEI Solaris Energy Infrastructure Inc Since 2026-07-07 83418M103 Equity (Common)
0.14%
$0.25 4,365
38 STLD Steel Dynamics Inc Since 2026-07-07 858119100 Equity (Common)
0.03%
$0.05 288
39 VTR Ventas Inc Since 2026-07-07 92276F100 Equity (Common)
0.17%
$0.29 3,538
40 VG Venture Global Inc Since 2026-07-07 92333F101 Equity (Common)
0.15%
$0.25 15,732
41 VNO Vornado Realty Trust Since 2026-07-07 929042109 Equity (Common)
0.02%
$0.03 1,168
42 WELL Welltower Inc Since 2026-07-07 95040Q104 Equity (Common)
0.35%
$0.59 3,010
43 XEL Xcel Energy Inc Since 2026-07-07 98389B100 Equity (Common)
0.46%
$0.79 9,877
44 TTE TotalEnergies SE Since 2026-07-07 N/A Equity (Common)
0.20%
$0.34 3,672
45 SU Suncor Energy Inc Since 2026-07-07 N/A Equity (Common)
0.08%
$0.14 2,176
46 AQN Algonquin Power & Utilities Corp Since 2026-07-07 N/A Equity (Common)
0.39%
$0.66 107,600
47 CVE Cenovus Energy Inc Since 2026-07-07 N/A Equity (Common)
0.04%
$0.07 2,502
48 NTR Nutrien Ltd Since 2026-07-07 N/A Equity (Common)
0.29%
$0.49 6,469
49 WPM Wheaton Precious Metals Corp Since 2026-07-07 N/A Equity (Common)
0.07%
$0.12 953
50 AMCR Amcor PLC Since 2026-07-07 G0250X149 Equity (Common)
0.05%
$0.08 1,980
51 AU Anglogold Ashanti Plc Since 2026-07-07 G0378L100 Equity (Common)
0.05%
$0.09 894
52 SW Smurfit Westrock PLC Since 2026-07-07 G8267P108 Equity (Common)
0.05%
$0.09 2,239
53 BG Bunge Global SA Since 2026-07-07 H11356104 Equity (Common)
0.04%
$0.07 587
Frequently Asked Questions — Principal Real Asset Fund
What type of mutual fund is Principal Real Asset Fund?
Principal Real Asset Fund is a SEC-registered Equity fund, with $171M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Principal Real Asset Fund holds 53 portfolio positions, all detailed in the holdings table on this page.
What are Principal Real Asset Fund's assets under management (AUM)?
Principal Real Asset Fund has $171M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Principal Real Asset Fund's top holdings?
According to Principal Real Asset Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Kinetik Holdings Inc, American Homes 4 Rent, CF Industries Holdings Inc , among others. The complete list of all 53 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Principal Real Asset Fund's expense ratio?
Expense ratio data for Principal Real Asset Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Principal Real Asset Fund's SEC filings?
Principal Real Asset Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001756404. You can access all of Principal Real Asset Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001756404). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Principal Real Asset Fund's holdings data on StockSifting?
Holdings data for Principal Real Asset Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.