Principal Global Real Estate Securities Fund
Shareclass
Principal Global Real Estate Sec Instl (POSIX)
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 Global Real Estate Securities Fund
FUND COVERAGE
# of holdings68
% of assets97%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mirvac Group1.19%$19.25M
- 2. Stockland Corp Ltd2.11%$34M
- 3. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.2.13%$34.33M
- 4. Swire Properties Ltd0.82%$13.24M
- 5. CapitaLand Integrated Commercial Trust1.05%$17.02M
- 6. City Developments Ltd0.08%$1.23M
- 7. Welltower Inc7.22%$116.63M
- 8. Fastighets AB Balder Class B1.12%$18.03M
- 9. TAG Immobilien AG0.53%$8.5M
- 10. UNITE Group PLC0.87%$14.12M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GLP J-REIT0.61%$9.85M
- 2. American Healthcare REIT Inc Ordinary Shares1.11%$17.91M
- 3. COPT Defense Properties0.45%$7.3M
- 4. Americold Realty Trust Inc0.37%$5.92M
- 5. Advance Residence Investment Corp0.43%$6.93M
- 6. Nippon Building Fund Inc0.97%$15.72M
- 7. Invincible Investment Corp0.44%$7.16M
- 8. Daiwa House REIT Investment Corp0.62%$9.95M
- 9. Mitsui Fudosan Accommodations Fund Inc0.29%$4.63M
- 10. Gaming and Leisure Properties Inc1.21%$19.51M
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 Global Real Estate Securities Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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 Global Real Estate Securities Fund POSIX
Environment
Social
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