Parnassus Value Equity Fund
Shareclass
Parnassus Value Equity Institutional (PFPWX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 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: 172 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Value Equity Fund PFPWX
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. AstraZeneca PLC ADR1.99% of assets$89.76M invested
- 2. Mastercard Inc Class A3.24% of assets$146.28M invested
- 3. Bank of America Corp3.34% of assets$150.88M invested
- 4. Citigroup Inc1.97% of assets$88.91M invested
- 5. Cummins Inc2.43% of assets$109.83M invested
- 6. JPMorgan Chase & Co2.03% of assets$91.7M invested
- 7. Novo Nordisk AS ADR1.42% of assets$64.31M invested
- 8. Verizon Communications Inc3.31% of assets$149.58M invested
- 9. S&P Global Inc3.82% of assets$172.75M invested
- 10. Microsoft Corp2.49% of assets$112.56M 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. Broadcom Inc1.87% of assets$84.3M invested
- 2. Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin1.65% of assets$74.48M invested
- 3. Simon Property Group Inc2.47% of assets$111.36M invested
- 4. Charles Schwab Corp2.26% of assets$102.13M invested
- 5. D.R. Horton Inc2.43% of assets$109.87M invested
- 6. Western Digital Corp0.89% of assets$40.05M invested
- 7. Applied Materials Inc1.38% of assets$62.17M invested
- 8. Micron Technology Inc1.88% of assets$84.81M invested
- 9. NICE Ltd ADR1.87% of assets$84.68M invested
- 10. Advanced Micro Devices Inc1.09% of assets$49.3M invested
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Financial performance
Performance data provided by
Find more financial data on PFPWX at Morningstar.com
Find more financial data on PFPWX 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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