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

44
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
77.3
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 537 out of 2,363 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
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.
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. Bank of America Corp
    2.76% of assets
    $77.22M invested
  • 2. American Express Co
    3.27% of assets
    $91.43M invested
  • 3. Cisco Systems Inc
    3.78% of assets
    $105.55M invested
  • 4. Agilent Technologies Inc
    3.59% of assets
    $100.42M invested
  • 5. Mastercard Inc A
    3.84% of assets
    $107.46M invested
  • 6. Progressive Corp
    2.55% of assets
    $71.28M invested
  • 7. Gap Inc
    4.67% of assets
    $130.43M invested
  • 8. Capital One Financial Corp
    3.7% of assets
    $103.55M invested
  • 9. VF Corp
    1.65% of assets
    $46.03M invested
  • 10. Cummins Inc
    1.85% of assets
    $51.81M 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. Expeditors International of Washington Inc
    2.85% of assets
    $79.55M invested
  • 2. Lam Research Corp
    4.81% of assets
    $134.54M invested
  • 3. Alaska Air Group Inc
    2.68% of assets
    $75M invested
  • 4. First American Financial Corp
    0.6% of assets
    $16.88M invested
  • 5. Hanesbrands Inc
    2.19% of assets
    $61.16M invested
  • 6. Illumina Inc
    0.51% of assets
    $14.29M invested
  • 7. Applied Materials Inc
    11% of assets
    $301.53M invested
  • 8. Charles Schwab Corp
    6.29% of assets
    $175.87M invested
  • 9. Micron Technology Inc
    10% of assets
    $291.26M invested
  • 10. Apple Inc
    4.15% of assets
    $116.14M invested
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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: 9/30/20
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 
0.15% more  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
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: 9/30/20
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 
0.15% more  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
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: 9/30/20
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 
0.15% more  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
PFPWX - Parnassus Endeavor Fund
12%
7.32%
13%
14%
44  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
15%
12%
14%
14%
44  / 100 points
Fund compared to benchmark
 
-3.62%
-4.93%
-1.3%
0.15%
Same
Find more financial data on PFPWX at Morningstar.com
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