Parnassus Core Equity Fund

Shareclass
Parnassus Core Equity Investor (PRBLX)
Type
Open-end mutual fund
Manager
Sustainability mandate
Member of US-SIF
Gender equality score
Gender equality score

56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
87.6
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 314 out of 2,530 funds


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 Groups
 Categories
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
9/30
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
    1.66% of assets
    $488.57M invested
  • 2. Marriott International Inc Class A
    1.65% of assets
    $485.47M invested
  • 3. Mastercard Inc Class A
    3.39% of assets
    $996.4M invested
  • 4. Bank of America Corp
    2.1% of assets
    $617.45M invested
  • 5. Mondelez International Inc Class A
    1.22% of assets
    $358.42M invested
  • 6. Verizon Communications Inc
    1.59% of assets
    $467.64M invested
  • 7. Microsoft Corp
    6.59% of assets
    $1.94B invested
  • 8. Salesforce Inc
    4.22% of assets
    $1.24B invested
  • 9. S&P Global Inc
    2.6% of assets
    $764.89M invested
  • 10. Verisk Analytics Inc
    1.52% of assets
    $448.17M 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. Broadcom Inc
    2.3% of assets
    $676.65M invested
  • 2. Costco Wholesale Corp
    1.8% of assets
    $528.68M invested
  • 3. D.R. Horton Inc
    1.34% of assets
    $394.7M invested
  • 4. Synopsys Inc
    1.74% of assets
    $511.15M invested
  • 5. Applied Materials Inc
    1.68% of assets
    $494.09M invested
  • 6. Linde PLC
    2.83% of assets
    $832.36M invested
  • 7. AutoZone Inc
    2.41% of assets
    $708.66M invested
  • 8. Waste Management Inc
    2.96% of assets
    $871.45M invested
  • 9. Intercontinental Exchange Inc
    3.24% of assets
    $954.59M invested
  • 10. Realty Income Corp
    3.7% of assets
    $1.09B 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: 11/30/24
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 
0.87% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Higher policies promoting gender equality score 
1 / 20 points higher
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: 11/30/24
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 
0.87% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Higher policies promoting gender equality score 
1 / 20 points higher
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: 11/30/24
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 
0.87% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Same gender balance in leadership and workforce score 
0 / 40 points 
Same equal compensation and work life balance score 
0 / 30 points 
Higher policies promoting gender equality score 
1 / 20 points higher
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
28%
9.19%
15%
12%
56  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
55  / 100 points
Fund compared to benchmark
 
-5.99%
-2.21%
-1.24%
-0.87%
1  / 100 points higher
Find more financial data on PRBLX at Morningstar.com
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