Parnassus Core Equity Fund
Shareclass
Parnassus Core Equity Institutional (PRILX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 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: 264 out of 2,546 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 PRILX
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. Marriott International Inc Class A1.52% of assets$469.55M invested
- 2. Procter & Gamble Co1.72% of assets$530M invested
- 3. Mastercard Inc Class A3.28% of assets$1.01B invested
- 4. Bank of America Corp1.94% of assets$598.8M invested
- 5. Mondelez International Inc Class A1.27% of assets$393.4M invested
- 6. Verizon Communications Inc1.65% of assets$510.82M invested
- 7. Intuit Inc1.93% of assets$594.92M invested
- 8. Microsoft Corp6.62% of assets$2.05B invested
- 9. Salesforce Inc3.87% of assets$1.19B invested
- 10. S&P Global Inc2.71% of assets$837.1M 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. Costco Wholesale Corp1.76% of assets$542.38M invested
- 2. Broadcom Inc2.26% of assets$698.82M invested
- 3. D.R. Horton Inc1.46% of assets$450.73M invested
- 4. Synopsys Inc1.65% of assets$509.83M invested
- 5. Applied Materials Inc1.8% of assets$556.18M invested
- 6. Linde PLC2.87% of assets$885.18M invested
- 7. AutoZone Inc2.46% of assets$758.13M invested
- 8. Intercontinental Exchange Inc3.28% of assets$1.01B invested
- 9. Marsh & McLennan Companies Inc2.48% of assets$766.44M invested
- 10. Danaher Corp1.71% of assets$527.1M invested
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Financial performance
Performance data provided by
Find more financial data on PRILX at Morningstar.com
Find more financial data on PRILX 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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