Parnassus Value Equity Fund
Shareclass
Parnassus Value Equity Institutional (PFPWX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 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: 817 out of 2,550 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
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. Citigroup Inc2.17% of assets$108.1M invested
- 2. Biogen Inc1.48% of assets$73.87M invested
- 3. Cummins Inc2.51% of assets$125.02M invested
- 4. Mastercard Inc Class A2.58% of assets$128.46M invested
- 5. Bank of America Corp2.95% of assets$146.88M invested
- 6. Verizon Communications Inc4.19% of assets$208.36M invested
- 7. S&P Global Inc3.42% of assets$170.15M invested
- 8. Microsoft Corp2.35% of assets$116.93M invested
- 9. UnitedHealth Group Inc1.92% of assets$95.7M invested
- 10. Amazon.com Inc0.74% of assets$36.75M 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. Charter Communications Inc Class A2.21% of assets$109.87M invested
- 2. Align Technology Inc1.57% of assets$78.28M invested
- 3. Broadcom Inc1.35% of assets$67.28M invested
- 4. NICE Ltd ADR1.78% of assets$88.5M invested
- 5. Simon Property Group Inc2.39% of assets$118.86M invested
- 6. Charles Schwab Corp2.13% of assets$105.97M invested
- 7. Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)1.47% of assets$73.3M invested
- 8. D.R. Horton Inc3.28% of assets$163.13M invested
- 9. Western Digital Corp1.64% of assets$81.34M invested
- 10. Micron Technology Inc1.96% of assets$97.58M invested
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Financial performance
Performance data provided byFind more financial data on PFPWX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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