Principal Real Estate Income Fund (PGZ) Financial Ratio Screen
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MSCI new-inclusion financial-ratio snapshot
PGZ financial screening at a glance
Calculation date: 2026-09-01. Financial period used: October 2025. The ratios are automated proxies inspired by published methodologies; they are not official index determinations.
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Business activity evidence
Business exclusion flag
The supplied classification (Asset Management) matches a prohibited-activity category.
Revenue segments: Not yet checked against an SEC annual filing.
Profile description reviewed: Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.
Sources to verify: Secondary company profile and classification · Issuer website · SEC issuer filings
A sector label or company description can flag a risk but cannot establish a compliant-revenue percentage. Only sourced segment disclosures may support that calculation.
Published-ratio reproductions (not certifications)
The table shows implemented MSCI and FTSE/Yasaar-style asset-based models plus a provisional S&P-style leverage reconstruction where a complete 36-month denominator exists. These are independent calculations, not official index results or Shariah determinations. See formulas, sources and limitations.
Based on financial data from October 2025
| Standard | Debt Ratio | Cash Ratio | Receivables | Income | Status |
|---|---|---|---|---|---|
| MSCI | Excluded — Asset Management | BUSINESS EXCLUSION FLAG* | |||
| FTSE | Excluded — Asset Management | BUSINESS EXCLUSION FLAG* | |||
Financial Highlights
Profitability
| Gross Margin | 0.0% | |
| Operating Margin | 0.0% | |
| Net Margin | 0.0% |
Cash Flow & Balance Sheet
| Operating Cash Flow | $8M |
| Free Cash Flow | $8M |
| Total Debt | $32M |
| Total Assets | $110M |
Price & Trading
| Last Close | $9.54 |
| 50-Day MA | $10.15 |
| 200-Day MA | $10.29 |
| Avg Volume | 28K |
|
52-Week Range
$9.24
| |
Financial data provenance and verification
The displayed fields were imported from yfinance on 2026-03-29 for the financial period October 2025. This is a secondary data feed and can differ from amended or newly filed statements.
- Issuer website — use its investor-relations filings to verify the figures.
- SEC EDGAR filing search — primary filing source for US issuers.
- Field mapping, formulas and limitations.
Verification rule: check debt, cash, receivables, revenue and interest income against the latest primary filing before relying on an automated ratio.
About Principal Real Estate Income Fund (PGZ)
Principal Real Estate Income Fund is a closed ended balanced mutual fund launched and managed by ALPS Advisers, Inc. It is co-managed by Principal Real Estate Investors, LLC. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in commercial mortgage backed securities, real estate investment trusts and REIT-like entities. The fund invests in value stocks of companies. It uses financial derivatives such as credit default swaps, interest rate swaps, caps, floors and collars, currency futures and forwards, rate forwards, and interest rate futures to invest in securities. The fund employs fundamental analysis with a combination of top-down and bottom-up stock picking approach while focusing on factors such as macro outlook on the economy, real estate cycle and real estate fundamentals, shorter-term tactical allocation shifts upon a continual assessment of market valuations, quantitative, analysis, and technical indicators to create it portfolio. Principal Real Estate Income Fund was formed on August 31, 2012 and is domiciled in the United States.
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Frequently Asked Questions
Is Principal Real Estate Income Fund (PGZ) halal to invest in?
The current automated result is Financial criteria not met or an activity exclusion was detected. It uses available public financial fields and simplified methodology proxies. It is not a fatwa or an official determination by AAOIFI, DJIM, MSCI, S&P, or FTSE.
What is Principal Real Estate Income Fund's debt ratio?
Principal Real Estate Income Fund's debt ratio is not available in the MSCI new-inclusion reproduction: total debt divided by total assets, against a 30% threshold. See the methodology page for the official source and limitations.
What are Principal Real Estate Income Fund's key financial metrics?
Principal Real Estate Income Fund has a market capitalization of USD 63M in its listing currency, trailing P/E ratio of 12.2, and revenue of $6M.
How often is the screening data updated?
Calculation date: 2026-09-01. Financial period: October 2025. These dates are shown separately because regenerating this page does not refresh the underlying data.
Disclaimer: HalalStockGuide.com provides Shariah compliance screening for educational and informational purposes only. This is not a fatwa, financial advice, or a recommendation to buy or sell any security. Screening results are based on publicly available financial data and established methodologies. Always consult a qualified Islamic scholar and a licensed financial advisor before making investment decisions.