Principal MidCap Value Fund I
Shareclass
Principal MidCap Value I Inst (PVMIX)
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 MidCap Value Fund I
FUND COVERAGE
# of holdings716
% of assets95%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.01%$325,916
- 2. Biogen Inc0.02%$420,380
- 3. Dow Inc0.01%$337,300
- 4. The Interpublic Group of Companies Inc<0.01%$213,400
- 5. Hologic Inc1.11%$26.14M
- 6. Willis Towers Watson PLC1.38%$32.55M
- 7. General Mills Inc0.02%$573,427
- 8. JM Smucker Co<0.01%$229,906
- 9. New York Times Co Class A0.28%$6.67M
- 10. VF Corp<0.01%$111,068
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Trump Media & Technology Group Corp<0.01%$26,469
- 2. TKO Group Holdings Inc<0.01%$163,588
- 3. Rithm Capital Corp<0.01%$124,857
- 4. AST SpaceMobile Inc Ordinary Shares - Class A<0.01%$16,491
- 5. Liberty Broadband Corp Registered Shs Series -C-<0.01%$122,505
- 6. Liberty Broadband Corp Registered Shs Series -A-<0.01%$20,836
- 7. GameStop Corp Class A<0.01%$231,389
- 8. RBC Bearings Inc<0.01%$197,096
- 9. Virtu Financial Inc Class A0.3%$7.18M
- 10. Viper Energy Inc Ordinary Shares - Class A<0.01%$132,776
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 MidCap Value Fund I
Totals
Holdings
Assets
Weight
Prisons
16
$5.66M
0.24%
Prisons high risk
3
$1.18M
0.05%
Private prisons
0
$0
0%
Borders
17
$65.5M
2.77%
Borders high risk
10
$44.16M
1.87%
Total
26
$68.5M
2.9%
Holdings — 26 flagged holdings
1.
L3Harris Technologies Inc
:$24.54M
1.04%
2.
TransUnion
:$19.09M
0.81%
3.
Textron Inc
:$16.81M
0.71%
4.
Ford Motor Co
:$967,660
0.04%
5.
The Kroger Co
$846,333
0.04%
6.
Archer-Daniels-Midland Co
$592,800
0.03%
7.
Yum Brands Inc
$583,680
0.02%
8.
Teledyne Technologies Inc
:$564,357
0.02%
9.
Equifax Inc
:$542,817
0.02%
10.
Leidos Holdings Inc
:$498,854
0.02%
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 MidCap Value Fund I PVMIX
Environment
Social
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