Parnassus Core Equity Fund - Parnassus
Shareclass
Parnassus Core Equity Fund Investor Shares (PRBLX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Parnassus Core Equity Fund - Parnassus
FUND COVERAGE
# of holdings38
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co/The1.23%$315.33M
- 2. Boston Scientific Corp2.47%$632.77M
- 3. Marriott International Inc/MD1.59%$409.23M
- 4. Bank of America Corp2.41%$617.95M
- 5. Mastercard Inc2.93%$751.55M
- 6. Microsoft Corp6.75%$1.73B
- 7. S&P Global Inc2.46%$631.39M
- 8. Salesforce Inc2.23%$571.07M
- 9. Workday Inc1.37%$350.66M
- 10. ServiceNow Inc1.16%$296.77M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Brown & Brown Inc1.62%$415.51M
- 2. Broadcom Inc2.57%$658.43M
- 3. Synopsys Inc2%$512.13M
- 4. Applied Materials Inc2.42%$620.63M
- 5. Costco Wholesale Corp1.88%$481.65M
- 6. Waste Management Inc3.6%$922.86M
- 7. Home Depot Inc/The1.99%$511.48M
- 8. Linde PLC2.26%$578.7M
- 9. AutoZone Inc2.35%$603.39M
- 10. Advanced Micro Devices Inc1.47%$376.52M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Parnassus Core Equity Fund - Parnassus
Totals
Holdings
Assets
Weight
Prisons
5.0
$5.96B
23%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$6.05B
24%
Borders high risk
0.0
$0
0%
Total
6.0
$6.53B
25%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$1.73B
6.75%
2.
Alphabet Inc
:$1.64B
6.37%
3.
Amazon.com Inc
:$1.43B
5.56%
4.
Thermo Fisher Scientific Inc
:$686.2M
2.67%
5.
Salesforce Inc
:$571.07M
2.23%
6.
Costco Wholesale Corp
$481.65M
1.88%
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 Core Equity Fund - Parnassus PRBLX
Environment
Social
Search more funds
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer