Principal Blue Chip Fund
Shareclass
Principal Blue Chip A (PBLAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Principal Blue Chip Fund
FUND COVERAGE
# of holdings38
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A4.52%$519.97M
- 2. Hilton Worldwide Holdings Inc2.59%$297.74M
- 3. Microsoft Corp15%$1.74B
- 4. Zoetis Inc Class A1.54%$176.97M
- 5. Meta Platforms Inc Class A2.37%$272.46M
- 6. Visa Inc Class A4.2%$483.24M
- 7. Airbnb Inc Ordinary Shares - Class A0.93%$107.16M
- 8. Alphabet Inc Class A1.61%$185.33M
- 9. Alphabet Inc Class C1.29%$148.24M
- 10. Sherwin-Williams Co0.49%$55.88M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Constellation Software Inc0.56%$63.82M
- 2. Heico Corp Class A1.92%$220.7M
- 3. Brookfield Wealth Solutions Ltd Ordinary Shares (Exchangeable Shares, Sub V0.04%$4.04M
- 4. Brookfield Corp Registered Shs -A- Limited Vtg6.51%$748.12M
- 5. O'Reilly Automotive Inc2.01%$230.71M
- 6. Broadcom Inc3.64%$418.48M
- 7. Vulcan Materials Co1.26%$144.52M
- 8. Cadence Design Systems Inc3.96%$454.83M
- 9. Charles Schwab Corp1.35%$155.15M
- 10. TransDigm Group Inc5.13%$589.68M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Principal Blue Chip Fund
Totals
Holdings
Assets
Weight
Prisons
5
$3.56B
31%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$3.45B
30%
Borders high risk
0
$0
0%
Total
5
$3.56B
31%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$1.74B
15%
2.
Amazon.com Inc
:$1.38B
12%
3.
Alphabet Inc Class A
:$185.33M
1.61%
4.
Alphabet Inc Class C
:$148.24M
1.29%
5.
Costco Wholesale Corp
$107.09M
0.93%
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 Blue Chip Fund PBLAX
Environment
Social
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