Principal Global Real Estate Securities Fund
Shareclass
Principal Global Real Estate Sec Instl (POSIX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 175 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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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 Global Real Estate Securities Fund POSIX
Environment
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mirvac Group0.95% of assets$16.28M invested
- 2. Stockland Corp Ltd1.47% of assets$25.09M invested
- 3. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.1.16% of assets$19.84M invested
- 4. Welltower Inc6.95% of assets$118.65M invested
- 5. Swire Properties Ltd0.57% of assets$9.71M invested
- 6. Mapletree Industrial Trust0.63% of assets$10.82M invested
- 7. VICI Properties Inc Ordinary Shares2.93% of assets$50.08M invested
- 8. Canadian Apartment Properties Real Estate Investment Trust Unit0.77% of assets$13.11M invested
- 9. Ventas Inc4.23% of assets$72.2M invested
- 10. National Storage REIT0.53% of assets$9.1M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. GLP J-REIT0.55% of assets$9.43M invested
- 2. American Healthcare REIT Inc Ordinary Shares1.01% of assets$17.3M invested
- 3. COPT Defense Properties0.43% of assets$7.41M invested
- 4. Americold Realty Trust Inc1.31% of assets$22.35M invested
- 5. Advance Residence Investment Corp0.38% of assets$6.46M invested
- 6. Nippon Building Fund Inc0.67% of assets$11.49M invested
- 7. Invincible Investment Corp0.43% of assets$7.27M invested
- 8. Daiwa House REIT Investment Corp0.59% of assets$10.13M invested
- 9. Nippon Accommodations Fund Inc0.25% of assets$4.27M invested
- 10. Gaming and Leisure Properties Inc1.33% of assets$22.78M invested
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Financial performance
Performance data provided by
Find more financial data on POSIX at Morningstar.com
Find more financial data on POSIX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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