Principal International Equity Fund

Shareclass
Principal International Equity R3 (PRPPX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Principal International Equity Fund

FUND COVERAGE
# of holdings38
% of assets83%
Score
58 / 100
Rank

76.3 percentile

Group: International Equity

Rank: #260 out of 1,095

Grade
B

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

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

12 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AstraZeneca PLC
         % of fund invested: 2.88%
         $USD invested: $194.81M
  • 2. NatWest Group PLC
         % of fund invested: 1.53%
         $USD invested: $103.81M
  • 3. Sanofi SA
         % of fund invested: 1.43%
         $USD invested: $97.15M
  • 4. Haleon PLC
         % of fund invested: 2.3%
         $USD invested: $155.92M
  • 5. Unilever PLC
         % of fund invested: 2.42%
         $USD invested: $163.72M
  • 6. BAE Systems PLC
         % of fund invested: 3.07%
         $USD invested: $207.98M
  • 7. UniCredit SpA
         % of fund invested: 1.98%
         $USD invested: $133.89M
  • 8. Deutsche Telekom AG
         % of fund invested: 3.92%
         $USD invested: $265.51M
  • 9. Teck Resources Ltd Class B (Sub Voting)
         % of fund invested: 2.89%
         $USD invested: $195.97M
  • 10. Airbus SE
         % of fund invested: 3%
         $USD invested: $203.16M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. ARC Resources Ltd
         % of fund invested: 0.85%
         $USD invested: $57.9M
  • 2. Ascendis Pharma AS ADR
         % of fund invested: 0.54%
         $USD invested: $36.72M
  • 3. Nintendo Co Ltd
         % of fund invested: 2.33%
         $USD invested: $158.12M
  • 4. Samsonite Group SA
         % of fund invested: 0.69%
         $USD invested: $46.54M
  • 5. Liberty Media Corp Registered Shs Series -C- Formula One
         % of fund invested: 2.17%
         $USD invested: $146.9M
  • 6. Hoya Corp
         % of fund invested: 1.08%
         $USD invested: $73.2M
  • 7. Icon PLC
         % of fund invested: 2.02%
         $USD invested: $136.63M
  • 8. Sompo Holdings Inc
         % of fund invested: 2.79%
         $USD invested: $188.95M
  • 9. AIA Group Ltd
         % of fund invested: 3.39%
         $USD invested: $229.79M
  • 10. Spotify Technology SA
         % of fund invested: 1%
         $USD invested: $67.87M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Principal International Equity Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$203.16M
3%
     Borders high risk
1
$203.16M
3%
Total
1
$203.16M
3%
Full fund results

Holdings — 1 flagged holdings

1.
Airbus SE
Borders
$203.16M
3%
Borders :
$203.16M
3%
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