Mutual fund
Parnassus Value Equity Fund
TickerPFPWX
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: 199 out of 2,466 funds
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Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
7/30
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 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. International Flavors & Fragrances Inc1.53% of assets$71.03M invested
- 2. S&P Global Inc2.46% of assets$114.3M invested
- 3. Cummins Inc2.34% of assets$108.8M invested
- 4. Biogen Inc1.83% of assets$85.02M invested
- 5. Accenture PLC Class A1.59% of assets$73.7M invested
- 6. Bank of America Corp2.42% of assets$112.64M invested
- 7. Verizon Communications Inc2.95% of assets$136.95M invested
- 8. American Express Co2.28% of assets$106M invested
- 9. Mastercard Inc Class A2.35% of assets$109.02M invested
- 10. Microsoft Corp2.3% of assets$106.66M 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. Align Technology Inc2.12% of assets$98.7M invested
- 2. Charles Schwab Corp1.91% of assets$88.83M invested
- 3. D.R. Horton Inc3.12% of assets$144.8M invested
- 4. Western Digital Corp2.08% of assets$96.45M invested
- 5. Applied Materials Inc0.59% of assets$27.32M invested
- 6. Simon Property Group Inc2.2% of assets$102.32M invested
- 7. Ross Stores Inc2.24% of assets$103.92M invested
- 8. Deere & Co2.56% of assets$118.8M invested
- 9. Global Payments Inc2.56% of assets$118.79M invested
- 10. Micron Technology Inc2.33% of assets$108.4M 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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