Principal LargeCap Growth Fund I
Shareclass
Principal LargeCap Growth I Instl (PLGIX)
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 LargeCap Growth Fund I
FUND COVERAGE
# of holdings393
% of assets96%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. Boston Scientific Corp<0.01%$676,674
- 2. Marriott International Inc Class A0.01%$1.24M
- 3. Bank of America Corp<0.01%$753,575
- 4. Mastercard Inc Class A3.07%$278.4M
- 5. Citigroup Inc<0.01%$901,422
- 6. Hilton Worldwide Holdings Inc1.46%$132.13M
- 7. Expedia Group Inc<0.01%$703,665
- 8. Ralph Lauren Corp Class A<0.01%$25,085
- 9. Uber Technologies Inc1.57%$142.22M
- 10. PepsiCo Inc<0.01%$717,648
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Trump Media & Technology Group Corp<0.01%$32,610
- 2. TKO Group Holdings Inc<0.01%$160,558
- 3. AST SpaceMobile Inc Ordinary Shares - Class A<0.01%$237,547
- 4. Shopify Inc Registered Shs -A- Subord Vtg0.36%$32.75M
- 5. Astera Labs Inc<0.01%$671,202
- 6. FTAI Aviation Ltd<0.01%$462,202
- 7. Liberty Broadband Corp Registered Shs Series -C-<0.01%$44,414
- 8. Liberty Broadband Corp Registered Shs Series -A-<0.01%$9,373
- 9. RBC Bearings Inc<0.01%$72,594
- 10. Carvana Co Class A0.01%$1.36M
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 LargeCap Growth Fund I
Totals
Holdings
Assets
Weight
Prisons
15
$1.83B
20%
Prisons high risk
2
$2.33M
0.03%
Private prisons
0
$0
0%
Borders
13
$1.73B
19%
Borders high risk
6
$14.33M
0.16%
Total
21
$1.88B
21%
Holdings — 21 flagged holdings
1.
Microsoft Corp
:$823.85M
9.1%
2.
Amazon.com Inc
:$426.85M
4.71%
3.
Alphabet Inc Class A
:$298.94M
3.3%
4.
Costco Wholesale Corp
$143.37M
1.58%
5.
Alphabet Inc Class C
:$132.8M
1.47%
6.
Equifax Inc
:$32.63M
0.36%
7.
Palantir Technologies Inc Ordinary Shares - Class A
:$10.86M
0.12%
8.
Axon Enterprise Inc
:$1.45M
0.02%
9.
Walmart Inc
$1.22M
0.01%
10.
Motorola Solutions Inc
:$872,052
<0.01%
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 LargeCap Growth Fund I PLGIX
Environment
Social
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