Principal LifeTime 2065
Shareclass
Principal LifeTime 2065 Institutional (PLJIX)
Type
Open-end mutual fund
Manager
Target date
Principal LifeTime Series
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Principal LifeTime 2065
FUND COVERAGE
# of holdings1,495
% of assets87%
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. International Flavors & Fragrances Inc<0.01%$12,135
- 2. AstraZeneca PLC0.78%$2.13M
- 3. AstraZeneca PLC ADR0.1%$271,502
- 4. Standard Chartered PLC GDR<0.01%$4
- 5. Mirvac Group0.01%$38,104
- 6. Stockland Corp Ltd0.01%$33,825
- 7. NatWest Group PLC0.44%$1.19M
- 8. Sanofi SA0.6%$1.66M
- 9. Sanofi SA ADR0.1%$265,797
- 10. Procter & Gamble Co0.29%$805,600
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TG Therapeutics Inc<0.01%$6,625
- 2. Trump Media & Technology Group Corp<0.01%$227
- 3. TKO Group Holdings Inc0.05%$150,747
- 4. Rithm Capital Corp<0.01%$1,010
- 5. AST SpaceMobile Inc Ordinary Shares - Class A<0.01%$954
- 6. Servisfirst Bancshares Inc0.05%$143,700
- 7. Shopify Inc Registered Shs -A- Subord Vtg0.05%$141,392
- 8. Supernus Pharmaceuticals Inc<0.01%$4,207
- 9. Axos Financial Inc<0.01%$8,134
- 10. Astera Labs Inc<0.01%$2,822
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 LifeTime 2065
Totals
Holdings
Assets
Weight
Prisons
35
$26.26M
9.58%
Prisons high risk
9
$183,607
0.07%
Private prisons
2
$8,472
<0.01%
Borders
41
$26.71M
9.74%
Borders high risk
23
$3.34M
1.22%
Total
59
$30.8M
11%
Holdings — 59 flagged holdings
1.
Microsoft Corp
:$9.97M
3.64%
2.
Amazon.com Inc
:$6.94M
2.53%
3.
Alphabet Inc Class A
:$3.31M
1.21%
4.
Airbus SE
:$2.16M
0.79%
5.
Costco Wholesale Corp
$1.8M
0.66%
6.
Alphabet Inc Class C
:$1.43M
0.52%
7.
Berkshire Hathaway Inc Class B
$1.09M
0.4%
8.
Salesforce Inc
:$634,311
0.23%
9.
Walmart Inc
$383,156
0.14%
10.
McDonald's Corp
$350,410
0.13%
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 2065 PLJIX
Environment
Social
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