Parnassus Core Equity Fund | Gender equality score

This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.

Combination of Positive and Restricted/Exclusionary Strategies. More

US-SIF member fund managers: want to update your statement? Contact us

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. Procter & Gamble Co
2.98% of assets
$749.31M invested
2. S&P Global Inc
2.41% of assets
$605.42M invested
3. Bank of America Corp
2.84% of assets
$713.88M invested
4. Mondelez International Inc Class A
2.6% of assets
$653.18M invested
5. Microsoft Corp
6.82% of assets
$1.71B invested
6. Mastercard Inc Class A
3.63% of assets
$912.87M invested
7. Salesforce Inc
3.9% of assets
$981.14M invested
8. Target Corp
1.12% of assets
$281.94M invested
9. Adobe Inc
1.41% of assets
$354.4M invested
10. Roche Holding AG ADR
1.5% of assets
$377.48M 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. Charles Schwab Corp
1.39% of assets
$350.67M invested
2. Linde PLC
3.3% of assets
$828.92M invested
3. D.R. Horton Inc
1.28% of assets
$321.4M invested
4. Costco Wholesale Corp
2.1% of assets
$528.11M invested
5. Canadian Pacific Railway Ltd
2.15% of assets
$542.04M invested
6. Applied Materials Inc
2.17% of assets
$544.7M invested
7. AutoZone Inc
0.49% of assets
$123.62M invested
8. Deere & Co
3.9% of assets
$980.26M invested
9. Micron Technology Inc
1.24% of assets
$311.77M invested
10. Alphabet Inc Class A
4.47% of assets
$1.13B invested

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Financial performance

Performance data provided by

Find more financial data on PRBLX at Morningstar.com

Gender Equality and Returns

Returns chart for Parnassus Core Equity Fund

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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.

Benchmarking tool

Current fund

PRBLX

Parnassus Core Equity Fund

Family

Parnassus

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.24% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PRBLX

Parnassus Core Equity Fund

Family

Parnassus

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.24% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

PRBLX

Parnassus Core Equity Fund

Family

Parnassus

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.24% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/23

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
PRBLX - Parnassus Core Equity Fund

2.76%

14%

12%

53 / 100 points

Benchmark

2.63%

14%

11%

12%

53 / 100 points

Fund compared to benchmark

0.12%

0.01%

0.8%

-0.24%

Same

Find more financial data on PRBLX at Morningstar.com

What's next?

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Recent blog posts

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COVID-19 has resulted in a substantial decrease in women’s participation in the labor force (its lowest point in 30 years). It is now, more than ever, crucial to accelerate gender equality through the power of capital.

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Investing With Your Values Proves Resilient During Coronavirus Pandemic

Jun 22, 2020

The COVID-19 crisis has forced entire countries into lockdown, induced widespread panic, triggered economic meltdown, and revealed our society’s profound vulnerability to systemic shocks. But rather than give in to a collective desire to “return to normal,” now is the time to redefine what “normal” is.