Principal Real Estate Active Opportunities ETF
Shareclass
Principal Real Estate Active Opp ETF (BYRE)
Type
Exchange-traded fund
Manager
Gender equality score
52
/ 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
27/40
Equal compensation and work life balance
7/30
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 Real Estate Active Opportunities ETF BYRE
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. Welltower Inc4.38% of assets$644,736 invested
- 2. VICI Properties Inc Ordinary Shares4.32% of assets$635,912 invested
- 3. Ventas Inc7.72% of assets$1.14M invested
- 4. Sabra Health Care REIT Inc4.46% of assets$657,493 invested
- 5. American Tower Corp8.57% of assets$1.26M invested
- 6. Equinix Inc7.67% of assets$1.13M invested
- 7. Rexford Industrial Realty Inc3.53% of assets$519,966 invested
- 8. Invitation Homes Inc4.65% of assets$684,245 invested
- 9. Equity Lifestyle Properties Inc3.58% of assets$527,059 invested
- 10. Healthpeak Properties Inc3.18% of assets$468,346 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. American Healthcare REIT Inc Ordinary Shares3.54% of assets$521,689 invested
- 2. National Health Investors Inc3.03% of assets$447,024 invested
- 3. Americold Realty Trust Inc3.4% of assets$500,513 invested
- 4. Sunstone Hotel Investors Inc1.61% of assets$237,064 invested
- 5. Gaming and Leisure Properties Inc3.88% of assets$571,468 invested
- 6. Digital Realty Trust Inc3.79% of assets$558,126 invested
- 7. Extra Space Storage Inc5.61% of assets$826,790 invested
- 8. EastGroup Properties Inc3.11% of assets$457,446 invested
- 9. SBA Communications Corp Class A4.13% of assets$608,016 invested
- 10. Marriott Vacations Worldwide Corp0.04% of assets$5,993 invested
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Financial performance
Performance data provided by
Find more financial data on BYRE at Morningstar.com
Find more financial data on BYRE at Morningstar.comGender Equality and Returns
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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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