Gender equality score
53
/ 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: 385 out of 2,466 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
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 Co2.98% of assets$749.31M invested
- 2. S&P Global Inc2.41% of assets$605.42M invested
- 3. Bank of America Corp2.84% of assets$713.88M invested
- 4. Mondelez International Inc Class A2.6% of assets$653.18M invested
- 5. Microsoft Corp6.82% of assets$1.71B invested
- 6. Mastercard Inc Class A3.63% of assets$912.87M invested
- 7. Salesforce Inc3.9% of assets$981.14M invested
- 8. Target Corp1.12% of assets$281.94M invested
- 9. Adobe Inc1.41% of assets$354.4M invested
- 10. Roche Holding AG ADR1.5% 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 Corp1.39% of assets$350.67M invested
- 2. Linde PLC3.3% of assets$828.92M invested
- 3. D.R. Horton Inc1.28% of assets$321.4M invested
- 4. Costco Wholesale Corp2.1% of assets$528.11M invested
- 5. Canadian Pacific Railway Ltd2.15% of assets$542.04M invested
- 6. Applied Materials Inc2.17% of assets$544.7M invested
- 7. AutoZone Inc0.49% of assets$123.62M invested
- 8. Deere & Co3.9% of assets$980.26M invested
- 9. Micron Technology Inc1.24% of assets$311.77M invested
- 10. Alphabet Inc Class A4.47% 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

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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