Principal LifeTime 2050 Fund
Shareclass
Principal LifeTime 2050 Institutional (PPLIX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Principal LifeTime 2050 Fund PPLIX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Transurban Group<0.01% of assets$55,621 invested
- 2. Diageo PLC0.07% of assets$2.21M invested
- 3. National Grid PLC<0.01% of assets$151,931 invested
- 4. GPT Group<0.01% of assets$17,062 invested
- 5. Aena SME SA0.04% of assets$1.37M invested
- 6. Yara International ASA<0.01% of assets$16,214 invested
- 7. Mirvac Group0.01% of assets$401,546 invested
- 8. L'Oreal SA0.2% of assets$6.09M invested
- 9. Allianz SE0.06% of assets$1.81M invested
- 10. International Flavors & Fragrances Inc<0.01% of assets$245,193 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Ubiquiti Inc<0.01% of assets$3,241 invested
- 2. ABC-Mart Inc0.01% of assets$327,640 invested
- 3. TG Therapeutics Inc<0.01% of assets$13,036 invested
- 4. Servisfirst Bancshares Inc<0.01% of assets$14,351 invested
- 5. EchoStar Corp Class A<0.01% of assets$8,033 invested
- 6. Laureate Education Inc Shs<0.01% of assets$6,408 invested
- 7. Inter Parfums Inc<0.01% of assets$9,075 invested
- 8. Trustmark Corp<0.01% of assets$8,181 invested
- 9. Carvana Co Class A<0.01% of assets$31,322 invested
- 10. Red Rock Resorts Inc Class A0.01% of assets$459,056 invested
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Financial performance
Performance data provided byFind more financial data on PPLIX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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