Mutual fund
Parnassus Core Equity Fund
TickerPRBLXMember of USSIFsocially responsible
Fund manager
Parnassus
Gender equality score
Gender equality score

53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
84.4
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 385 out of 2,466 funds


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Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Member of USSIF
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
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
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 byMorningstarFind more financial data on PRBLX at Morningstar.com
Gender Equality and Returns
Returns chart for Parnassus Core Equity Fund
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.
Benchmarking tool
Current fund
PRBLX
Parnassus Core Equity Fund
Family
Parnassus
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
PRBLX - Parnassus Core Equity Fund
2.76%
14%
12%
12%
53  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
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
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