Parnassus Core Equity Fund
Shareclass
Parnassus Core Equity Investor (PRBLX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 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: 454 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
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.
Parnassus Core Equity Fund PRBLX
Environment
Social
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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 Co1.7% of assets$455.87M invested
- 2. Marriott International Inc Class A1.42% of assets$380.3M invested
- 3. Mastercard Inc Class A3.16% of assets$845.19M invested
- 4. Bank of America Corp2.04% of assets$547.36M invested
- 5. Microsoft Corp6.78% of assets$1.82B invested
- 6. S&P Global Inc2.63% of assets$705.13M invested
- 7. Salesforce Inc1.97% of assets$527.73M invested
- 8. Verisk Analytics Inc1.02% of assets$273.92M invested
- 9. Intuit Inc2.1% of assets$563.9M invested
- 10. The Cigna Group2.52% of assets$674.24M 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. Brown & Brown Inc2.5% of assets$669.22M invested
- 2. Broadcom Inc2.09% of assets$560.53M invested
- 3. Synopsys Inc1.72% of assets$459.81M invested
- 4. Applied Materials Inc1.27% of assets$339.5M invested
- 5. AutoZone Inc2.92% of assets$782.78M invested
- 6. Costco Wholesale Corp1.41% of assets$377.79M invested
- 7. Waste Management Inc4.03% of assets$1.08B invested
- 8. Linde PLC2.8% of assets$750.87M invested
- 9. Advanced Micro Devices Inc1.11% of assets$296.44M invested
- 10. Intercontinental Exchange Inc3.49% of assets$935.04M invested
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Financial performance
Performance data provided by
Find more financial data on PRBLX at Morningstar.com
Find more financial data on PRBLX 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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More from Invest Your Values
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