Principal Strategic Asset Management Balanced Portfolio
Shareclass
Principal SAM Balanced R5 (PSBFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Principal Strategic Asset Management Balanced Portfolio
FUND COVERAGE
# of holdings2,275
% of assets59%
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. Transurban Group0.02%$819,107
- 2. QBE Insurance Group Ltd<0.01%$31,267
- 3. Allianz SE<0.01%$273,999
- 4. International Flavors & Fragrances Inc<0.01%$44,160
- 5. AstraZeneca PLC0.15%$7.54M
- 6. AstraZeneca PLC ADR0.08%$3.85M
- 7. Qantas Airways Ltd<0.01%$6,547
- 8. ASX Ltd<0.01%$10,943
- 9. Standard Chartered PLC0.02%$836,612
- 10. Standard Chartered PLC GDR<0.01%$393
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Entergy Texas Inc 5.375% PRF PERPETUAL USD 25 - Ser A<0.01%$22,189
- 2. TG Therapeutics Inc<0.01%$340,594
- 3. Trump Media & Technology Group Corp<0.01%$2,120
- 4. TKO Group Holdings Inc<0.01%$37,445
- 5. Rithm Capital Corp<0.01%$6,177
- 6. AST SpaceMobile Inc Ordinary Shares - Class A<0.01%$7,367
- 7. Construction Partners Inc Class A<0.01%$339,564
- 8. Shopify Inc Registered Shs -A- Subord Vtg0.11%$5.35M
- 9. Servisfirst Bancshares Inc0.02%$914,320
- 10. Supernus Pharmaceuticals Inc<0.01%$138,874
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 Strategic Asset Management Balanced Portfolio
Totals
Holdings
Assets
Weight
Prisons
47
$464.69M
9.37%
Prisons high risk
15
$7.24M
0.15%
Private prisons
2
$130,771
<0.01%
Borders
58
$408.58M
8.24%
Borders high risk
28
$54.72M
1.1%
Total
80
$530.96M
11%
Holdings — 80 flagged holdings
1.
Microsoft Corp
:$148.86M
3%
2.
Alphabet Inc Class A
:$92.54M
1.87%
3.
Amazon.com Inc
:$83.92M
1.69%
4.
Costco Wholesale Corp
$55.39M
1.12%
5.
Berkshire Hathaway Inc Class B
$39.83M
0.8%
6.
Palantir Technologies Inc Ordinary Shares - Class A
:$32.81M
0.66%
7.
Walmart Inc
$21.95M
0.44%
8.
Alphabet Inc Class C
:$8.14M
0.16%
9.
Salesforce Inc
:$7.79M
0.16%
10.
Airbus SE
:$6.82M
0.14%
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 Strategic Asset Management Balanced Portfolio PSBFX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer