Principal Real Estate Securities Fund
Shareclass
Principal Real Estate Securities R5 (PREPX)
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
All funds
Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
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 Securities Fund PREPX
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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 Inc8.57% of assets$525.57M invested
- 2. VICI Properties Inc Ordinary Shares3.76% of assets$230.72M invested
- 3. Sabra Health Care REIT Inc2.09% of assets$128.04M invested
- 4. American Tower Corp10% of assets$630.3M invested
- 5. Ventas Inc5.86% of assets$359.65M invested
- 6. AvalonBay Communities Inc4.39% of assets$269.31M invested
- 7. Equinix Inc7.89% of assets$483.83M invested
- 8. Essex Property Trust Inc1.82% of assets$111.38M invested
- 9. Iron Mountain Inc1.17% of assets$71.77M invested
- 10. Rexford Industrial Realty Inc1.92% of assets$117.82M 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 Shares1.63% of assets$100.06M invested
- 2. Americold Realty Trust Inc0.83% of assets$51M invested
- 3. National Health Investors Inc0.96% of assets$58.79M invested
- 4. InvenTrust Properties Corp0.96% of assets$58.61M invested
- 5. Gaming and Leisure Properties Inc1.73% of assets$106.06M invested
- 6. Simon Property Group Inc2.43% of assets$148.78M invested
- 7. Vornado Realty Trust1.22% of assets$74.59M invested
- 8. Digital Realty Trust Inc3.65% of assets$223.93M invested
- 9. Extra Space Storage Inc4.77% of assets$292.32M invested
- 10. EastGroup Properties Inc1.39% of assets$85.45M invested
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Financial performance
Performance data provided by
Find more financial data on PREPX at Morningstar.com
Find more financial data on PREPX 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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