Parnassus Growth Equity Fund
Shareclass
Parnassus Growth Equity Investor (PFGEX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 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: 889 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
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 Growth Equity Fund PFGEX
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. Boston Scientific Corp2.27% of assets$1.47M invested
- 2. Microsoft Corp8.98% of assets$5.8M invested
- 3. Salesforce Inc2.58% of assets$1.67M invested
- 4. S&P Global Inc1.98% of assets$1.28M invested
- 5. Intuit Inc2.15% of assets$1.39M invested
- 6. Atlassian Corp A1.47% of assets$950,850 invested
- 7. Workday Inc Class A2.18% of assets$1.4M invested
- 8. Airbnb Inc Ordinary Shares - Class A1.35% of assets$873,353 invested
- 9. Visa Inc Class A5.05% of assets$3.26M invested
- 10. Thermo Fisher Scientific Inc1.67% of assets$1.08M 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. Brown & Brown Inc1.68% of assets$1.08M invested
- 2. SharkNinja Inc1.04% of assets$673,732 invested
- 3. Broadcom Inc4.19% of assets$2.71M invested
- 4. Datadog Inc Class A0.89% of assets$577,738 invested
- 5. Synopsys Inc1.31% of assets$842,767 invested
- 6. Applied Materials Inc1.85% of assets$1.2M invested
- 7. MercadoLibre Inc1.53% of assets$986,670 invested
- 8. Costco Wholesale Corp2.25% of assets$1.45M invested
- 9. PTC Inc1.74% of assets$1.12M invested
- 10. Natera Inc2.1% of assets$1.36M invested
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Financial performance
Performance data provided by
Find more financial data on PFGEX at Morningstar.com
Find more financial data on PFGEX 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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