Principal Real Estate Securities Fund
Shareclass
Principal Real Estate Securities C (PRCEX)
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 Real Estate Securities Fund
FUND COVERAGE
# of holdings33
% 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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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. Welltower Inc8.99%$566.74M
- 2. VICI Properties Inc Ordinary Shares3.62%$228.13M
- 3. Sabra Health Care REIT Inc2.1%$132.37M
- 4. American Tower Corp9.23%$581.69M
- 5. Ventas Inc5.95%$374.69M
- 6. AvalonBay Communities Inc4.43%$279.28M
- 7. Equinix Inc7.76%$488.87M
- 8. Essex Property Trust Inc1.82%$114.59M
- 9. Iron Mountain Inc1.19%$75.15M
- 10. Rexford Industrial Realty Inc2.09%$131.61M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. American Healthcare REIT Inc Ordinary Shares1.6%$100.71M
- 2. Americold Realty Trust Inc0.62%$38.82M
- 3. National Health Investors Inc1.06%$66.9M
- 4. InvenTrust Properties Corp0.97%$60.84M
- 5. Gaming and Leisure Properties Inc1.72%$108.46M
- 6. Simon Property Group Inc2.7%$170.47M
- 7. Vornado Realty Trust1.25%$78.69M
- 8. Digital Realty Trust Inc3.48%$219.06M
- 9. Extra Space Storage Inc4.93%$310.95M
- 10. EastGroup Properties Inc1.63%$102.51M
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 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 Real Estate Securities Fund PRCEX
Environment
Social
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