Parnassus Growth Equity Fund

Shareclass
Parnassus Growth Equity Investor (PFGEX)
Type
Open-end mutual fund
Manager
Sustainability mandate
Member of US-SIF

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Parnassus Growth Equity Fund

FUND COVERAGE
# of holdings38
% of assets95%
Score
54 / 100
Rank

38.8 percentile

Group: U.S. Large Cap Equity

Rank: #896 out of 1,462

Grade
D

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Boston Scientific Corp
         % of fund invested: 2.01%
         $USD invested: $1.5M
  • 2. Vertex Pharmaceuticals Inc
         % of fund invested: 1.47%
         $USD invested: $1.1M
  • 3. Microsoft Corp
         % of fund invested: 9.76%
         $USD invested: $7.3M
  • 4. S&P Global Inc
         % of fund invested: 1.65%
         $USD invested: $1.23M
  • 5. Salesforce Inc
         % of fund invested: 2.16%
         $USD invested: $1.61M
  • 6. Atlassian Corp Class A
         % of fund invested: 0.94%
         $USD invested: $700,604
  • 7. Workday Inc Class A
         % of fund invested: 2.09%
         $USD invested: $1.56M
  • 8. Visa Inc Class A
         % of fund invested: 3.77%
         $USD invested: $2.82M
  • 9. Thermo Fisher Scientific Inc
         % of fund invested: 0.97%
         $USD invested: $726,075
  • 10. Cloudflare Inc
         % of fund invested: 1.49%
         $USD invested: $1.12M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Brown & Brown Inc
         % of fund invested: 1.72%
         $USD invested: $1.28M
  • 2. Broadcom Inc
         % of fund invested: 4.53%
         $USD invested: $3.38M
  • 3. MercadoLibre Inc
         % of fund invested: 1.74%
         $USD invested: $1.3M
  • 4. Synopsys Inc
         % of fund invested: 1.23%
         $USD invested: $922,146
  • 5. Applied Materials Inc
         % of fund invested: 2.12%
         $USD invested: $1.59M
  • 6. Costco Wholesale Corp
         % of fund invested: 1.53%
         $USD invested: $1.14M
  • 7. Datadog Inc Class A
         % of fund invested: 1.1%
         $USD invested: $819,797
  • 8. AppFolio Inc Class A
         % of fund invested: 2.51%
         $USD invested: $1.88M
  • 9. PTC Inc
         % of fund invested: 1.99%
         $USD invested: $1.49M
  • 10. Insmed Inc
         % of fund invested: 1.55%
         $USD invested: $1.16M

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
Member of USSIF
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 Growth Equity Fund

Totals

Holdings
Assets
Weight
Prisons
4
$16.25M
22%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
5
$17.45M
23%
     Borders high risk
0
$0
0%
Total
6
$18.59M
25%
Full fund results

Holdings — 6 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$7.3M
9.76%
Prisons
Borders :
$7.3M
9.76%
2.
Alphabet Inc Class A
Prisons
Borders
$4.39M
5.87%
Prisons
Borders :
$4.39M
5.87%
3.
Amazon.com Inc
Prisons
Borders
$3.42M
4.58%
Prisons
Borders :
$3.42M
4.58%
4.
Salesforce Inc
Borders
$1.61M
2.16%
Borders :
$1.61M
2.16%
5.
Costco Wholesale Corp
Prisons
$1.14M
1.53%
Prisons
$1.14M
1.53%
6.
Thermo Fisher Scientific Inc
Borders
$726,075
0.97%
Borders :
$726,075
0.97%
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