Parnassus Core Equity Fund
Shareclass
Parnassus Core Equity Investor (PRBLX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Parnassus Core Equity Fund
FUND COVERAGE
# of holdings41
% of assets99%
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 Co1.37%$390.46M
- 2. Boston Scientific Corp2.04%$580.41M
- 3. Marriott International Inc Class A1.43%$407.69M
- 4. Bank of America Corp2.25%$641.58M
- 5. Mastercard Inc Class A3.1%$882.32M
- 6. Vertex Pharmaceuticals Inc1.84%$525.31M
- 7. Microsoft Corp6.41%$1.83B
- 8. S&P Global Inc2.62%$747.29M
- 9. Salesforce Inc2.62%$745.6M
- 10. Workday Inc Class A1.79%$509.91M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Brown & Brown Inc1.7%$484.32M
- 2. Broadcom Inc1.95%$554.41M
- 3. Synopsys Inc2.28%$648.39M
- 4. Applied Materials Inc1.48%$422.23M
- 5. Costco Wholesale Corp1.19%$340.27M
- 6. Waste Management Inc3.57%$1.02B
- 7. Linde PLC2.61%$744.74M
- 8. AutoZone Inc2.95%$839.59M
- 9. Advanced Micro Devices Inc1.15%$327.87M
- 10. Intercontinental Exchange Inc3.24%$924.13M
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 survey
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
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Parnassus Core Equity Fund
Totals
Holdings
Assets
Weight
Prisons
4
$5.47B
19%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$6.95B
24%
Borders high risk
0
$0
0%
Total
7
$7.29B
26%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$1.83B
6.41%
2.
Amazon.com Inc
:$1.75B
6.15%
3.
Alphabet Inc Class A
:$1.55B
5.45%
4.
Thermo Fisher Scientific Inc
:$758.2M
2.66%
5.
Salesforce Inc
:$745.6M
2.62%
6.
Costco Wholesale Corp
$340.27M
1.19%
7.
Equifax Inc
:$317.56M
1.11%
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 PRBLX
Environment
Social
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