Parnassus Endeavor Fund
Fund offered by:
Parnassus
Ticker: PFPWXMember of USSIFsocially responsible
Gender equality score
Gender equality score

55
/ 100 points
Overall score
Weighted average of holding Equileap Gender Scores, normalized 0-100
Raw score: 12.19 / 22
Peer rank
Group ranking

B
65.2
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 851 out of 2,441 funds


See more funds from this group
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Gender balance score
Gender balance score
45/100
Weighted average of holding Equileap Gender Balance Scores, normalized 0-100
Raw score: 6.80 / 15
See the gender balance score criteria
Gender policies score
Gender policies score
77/100
Weighted average of holding Equileap Gender Policies Scores, normalized 0-100
Raw score: 5.40 / 7
See the gender policies 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.
Positive Investment - Parnassus Investments considers ESG factors with respect to diversity and equal opportunity, and prefers companies with positive indicators.  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. Gilead Sciences Inc
    4.43% of assets
    $168.95M invested
  • 2. Gap Inc
    4.77% of assets
    $182.1M invested
  • 3. Cisco Systems Inc
    5.28% of assets
    $201.43M invested
  • 4. Progressive Corp
    2.8% of assets
    $106.78M invested
  • 5. Autodesk Inc
    0.24% of assets
    $9.17M invested
  • 6. Cummins Inc
    3.75% of assets
    $143.17M invested
  • 7. NVIDIA Corp
    2.47% of assets
    $94.12M invested
  • 8. Agilent Technologies Inc
    2.01% of assets
    $76.78M invested
  • 9. Regeneron Pharmaceuticals Inc
    1.43% of assets
    $54.44M invested
  • 10. American Express Co
    2.61% of assets
    $99.59M 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. IPG Photonics Corp
    0.27% of assets
    $10.14M invested
  • 2. Lam Research Corp
    6.9% of assets
    $263.16M invested
  • 3. Charles Schwab Corp
    6.17% of assets
    $235.42M invested
  • 4. Hologic Inc
    2.19% of assets
    $83.54M invested
  • 5. Applied Materials Inc
    8.48% of assets
    $323.51M invested
  • 6. Hanesbrands Inc
    4.09% of assets
    $155.93M invested
  • 7. Expeditors International of Washington Inc
    0.61% of assets
    $23.41M invested
  • 8. Arista Networks Inc
    0.2% of assets
    $7.63M invested
  • 9. Alaska Air Group Inc
    3.29% of assets
    $125.34M invested
  • 10. International Business Machines Corp
    2.99% of assets
    $113.93M invested
Financial performance
Performance data provided byMorningstarFind more financial data on PFPWX at Morningstar.com
Gender Equality and Returns
Returns chart for Parnassus Endeavor 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
PFPWX
Parnassus Endeavor 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: 1/31/20
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:
Higher 10-yr returns 
0.47% more  in annualized returns
Lower overall gender score 
4 / 100 points lower
Lower gender balance score 
6 / 100 points lower
Higher gender policies score 
1 / 100 points higher
Current fund
PFPWX
Parnassus Endeavor 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: 1/31/20
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:
Higher 10-yr returns 
0.47% more  in annualized returns
Lower overall gender score 
4 / 100 points lower
Lower gender balance score 
6 / 100 points lower
Higher gender policies score 
1 / 100 points higher
Current fund
PFPWX
Parnassus Endeavor 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: 1/31/20
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:
Higher 10-yr returns 
0.47% more  in annualized returns
Lower overall gender score 
4 / 100 points lower
Lower gender balance score 
6 / 100 points lower
Higher gender policies score 
1 / 100 points higher
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender score
This fund
PFPWX - Parnassus Endeavor Fund
17%
11%
12%
14%
55  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
22%
15%
12%
14%
59  / 100 points
Fund compared to benchmark
 
-4.88%
-3.73%
-0.17%
0.47%
4  / 100 points lower
Find more financial data on PFPWX at Morningstar.com
What's next?
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