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: 386 out of 2,536 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
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 Inc2.01% of assets$98.87M invested
- 2. Cummins Inc2.22% of assets$109.12M invested
- 3. Bank of America Corp3.3% of assets$162.27M invested
- 4. Biogen Inc1.9% of assets$93.35M invested
- 5. Mastercard Inc Class A2.31% of assets$113.35M invested
- 6. Bank of New York Mellon Corp2.59% of assets$127.22M invested
- 7. S&P Global Inc2.97% of assets$146.04M invested
- 8. Microsoft Corp2.47% of assets$121.3M invested
- 9. The Walt Disney Co1.7% of assets$83.64M invested
- 10. Verizon Communications Inc4% of assets$196.45M 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 Inc1.84% of assets$90.42M invested
- 2. Charles Schwab Corp2.62% of assets$128.58M invested
- 3. D.R. Horton Inc2.91% of assets$142.75M invested
- 4. Western Digital Corp1.51% of assets$74.1M invested
- 5. Brookfield Renewable Corp Ordinary Shares - Class A (Sub Voting)1.51% of assets$74.07M invested
- 6. Simon Property Group Inc2.65% of assets$130.35M invested
- 7. Ross Stores Inc2.18% of assets$107.04M invested
- 8. Alphabet Inc Class A2.82% of assets$138.72M invested
- 9. Nutrien Ltd1.79% of assets$88.12M invested
- 10. Micron Technology Inc3.12% of assets$153.31M 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
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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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