Principal MidCap Fund
Shareclass
Principal MidCap R5 (PMBPX)
Type
Open-end mutual fund
Manager
Gender equality score
41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,153 out of 2,554 funds
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Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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 MidCap Fund PMBPX
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. Hilton Worldwide Holdings Inc4.74% of assets$1.43B invested
- 2. Moodys Corp0.33% of assets$98.58M invested
- 3. Verisk Analytics Inc0.71% of assets$215.63M invested
- 4. Tyler Technologies Inc1.81% of assets$546.92M invested
- 5. Ansys Inc0.38% of assets$115.96M invested
- 6. Arch Capital Group Ltd1.82% of assets$550.64M invested
- 7. Sherwin-Williams Co0.37% of assets$112M invested
- 8. Waters Corp0.61% of assets$183.5M invested
- 9. Progressive Corp1.13% of assets$341.2M invested
- 10. Toast Inc Class A0.51% of assets$155.47M 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. Constellation Software Inc1.9% of assets$574.54M invested
- 2. Heico Corp Class A5.11% of assets$1.54B invested
- 3. Lennar Corp Class A0.81% of assets$243.9M invested
- 4. Lennar Corp Class B0.01% of assets$4.47M invested
- 5. Markel Group Inc2.64% of assets$797.7M invested
- 6. Waste Connections Inc0.97% of assets$292.51M invested
- 7. NVR Inc1.05% of assets$318.73M invested
- 8. Ryan Specialty Holdings Inc Class A0.5% of assets$150.53M invested
- 9. Brookfield Corp Registered Shs -A- Limited Vtg4.9% of assets$1.48B invested
- 10. Microchip Technology Inc0.01% of assets$3.93M invested
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Financial performance
Performance data provided by
Find more financial data on PMBPX at Morningstar.com
Find more financial data on PMBPX 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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