Principal LifeTime 2050 Fund
Shareclass
Principal LifeTime 2050 Institutional (PPLIX)
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
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 2050 Fund PPLIX
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. Transurban Group<0.01% of assets$37,124 invested
- 2. Diageo PLC0.06% of assets$2.12M invested
- 3. QBE Insurance Group Ltd<0.01% of assets$13,376 invested
- 4. GPT Group<0.01% of assets$12,829 invested
- 5. Sanofi SA0.54% of assets$17.79M invested
- 6. Sanofi SA ADR0.1% of assets$3.37M invested
- 7. AstraZeneca PLC0.54% of assets$17.8M invested
- 8. Standard Chartered PLC0.06% of assets$2.08M invested
- 9. GSK PLC0.06% of assets$2.01M invested
- 10. National Grid PLC0.01% of assets$402,107 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. Ubiquiti Inc<0.01% of assets$3,201 invested
- 2. TKO Group Holdings Inc<0.01% of assets$31,674 invested
- 3. TG Therapeutics Inc<0.01% of assets$13,387 invested
- 4. Rithm Capital Corp<0.01% of assets$20,935 invested
- 5. SpringWorks Therapeutics Inc Ordinary Shares<0.01% of assets$11,703 invested
- 6. Trustmark Corp<0.01% of assets$9,981 invested
- 7. Red Rock Resorts Inc Class A0.02% of assets$554,203 invested
- 8. Servisfirst Bancshares Inc<0.01% of assets$17,828 invested
- 9. Renasant Corp<0.01% of assets$9,001 invested
- 10. Luminar Technologies Inc Ordinary Shares - Class A<0.01% of assets$2,001 invested
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Financial performance
Performance data provided byFind more financial data on PPLIX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
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
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