Principal LifeTime 2035 Fund
Shareclass
Principal LifeTime 2035 Institutional (LTIUX)
Type
Open-end mutual fund
Manager
Target date
Principal LifeTime Series
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 2035 Fund LTIUX
Environment
Social
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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. International Flavors & Fragrances Inc<0.01% of assets$84,637 invested
- 2. Sanofi SA0.7% of assets$13.75M invested
- 3. Sanofi SA ADR0.08% of assets$1.5M invested
- 4. AstraZeneca PLC0.48% of assets$9.49M invested
- 5. AstraZeneca PLC ADR0.07% of assets$1.33M invested
- 6. Mirvac Group<0.01% of assets$156,083 invested
- 7. Stockland Corp Ltd<0.01% of assets$118,037 invested
- 8. NatWest Group PLC0.28% of assets$5.56M invested
- 9. Procter & Gamble Co0.22% of assets$4.37M invested
- 10. Novo Nordisk AS Class B0.13% of assets$2.6M 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. GRAIL Inc<0.01% of assets$748 invested
- 2. TG Therapeutics Inc<0.01% of assets$61,272 invested
- 3. Trump Media & Technology Group Corp<0.01% of assets$1,875 invested
- 4. TKO Group Holdings Inc0.05% of assets$998,947 invested
- 5. Rithm Capital Corp<0.01% of assets$5,573 invested
- 6. SpringWorks Therapeutics Inc Ordinary Shares0.03% of assets$607,346 invested
- 7. Servisfirst Bancshares Inc0.03% of assets$629,865 invested
- 8. Supernus Pharmaceuticals Inc<0.01% of assets$18,095 invested
- 9. Axos Financial Inc<0.01% of assets$34,748 invested
- 10. Astera Labs Inc<0.01% of assets$7,210 invested
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Financial performance
Performance data provided by
Find more financial data on LTIUX at Morningstar.com
Find more financial data on LTIUX 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.
Benchmarking tool
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