Parnassus Mid Cap Growth Fund
Fund offered by:
Parnassus
Ticker: PARNXMember of USSIFsocially responsible
Gender equality score
Gender equality score

38
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
35.6
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,544 out of 2,395 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
20/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
4/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
14/20
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. Illumina Inc
    2.67% of assets
    $29.65M invested
  • 2. Sunrun Inc
    0.82% of assets
    $9.12M invested
  • 3. Autodesk Inc
    3.13% of assets
    $34.67M invested
  • 4. Biomarin Pharmaceutical Inc
    0.99% of assets
    $11M invested
  • 5. Hilton Worldwide Holdings Inc
    1.29% of assets
    $14.34M invested
  • 6. Xylem Inc
    2.45% of assets
    $27.12M invested
  • 7. Okta Inc A
    1.9% of assets
    $21.02M invested
  • 8. Alnylam Pharmaceuticals Inc
    1.32% of assets
    $14.65M invested
  • 9. Agilent Technologies Inc
    3.92% of assets
    $43.52M invested
  • 10. Lululemon Athletica Inc
    1.99% of assets
    $22.08M 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. 10x Genomics Inc Ordinary Shares - Class A
    1.22% of assets
    $13.56M invested
  • 2. StoneCo Ltd Class A
    1.71% of assets
    $18.94M invested
  • 3. Old Dominion Freight Line Inc Ordinary Shares
    3.75% of assets
    $41.53M invested
  • 4. O'Reilly Automotive Inc
    3.6% of assets
    $39.89M invested
  • 5. The Trade Desk Inc A
    1.81% of assets
    $20.07M invested
  • 6. Match Group Inc
    2.39% of assets
    $26.49M invested
  • 7. Pool Corp
    3.5% of assets
    $38.84M invested
  • 8. Angi Inc A
    2.28% of assets
    $25.24M invested
  • 9. Guidewire Software Inc
    1.62% of assets
    $17.94M invested
  • 10. Avalara Inc
    2.75% of assets
    $30.47M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on PARNX at Morningstar.com
Gender Equality and Returns
Returns chart for Parnassus Mid Cap Growth 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
PARNX
Parnassus Mid Cap Growth Fund
Family
Parnassus
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/21
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 
0.6% less  in annualized returns
Lower overall gender equality score 
10 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PARNX
Parnassus Mid Cap Growth Fund
Family
Parnassus
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/21
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 
0.6% less  in annualized returns
Lower overall gender equality score 
10 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PARNX
Parnassus Mid Cap Growth Fund
Family
Parnassus
Category
Mid-Cap Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/21
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 
0.6% less  in annualized returns
Lower overall gender equality score 
10 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
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
PARNX - Parnassus Mid Cap Growth Fund
14%
17%
14%
16%
38  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
28%
20%
18%
16%
48  / 100 points
Fund compared to benchmark
 
-13.4%
-3%
-3.54%
-0.6%
10  / 100 points lower
Find more financial data on PARNX at Morningstar.com
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