Parnassus Mid Cap Fund
Shareclass
Parnassus Mid Cap Institutional (PFPMX)
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 Mid Cap Fund
FUND COVERAGE
# of holdings43
% of assets97%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Hilton Worldwide Holdings Inc1.8%$46.93M
- 2. Autodesk Inc2.92%$76.2M
- 3. Xylem Inc2.73%$71.23M
- 4. Atlassian Corp Class A1.34%$34.93M
- 5. Workday Inc Class A2.08%$54.43M
- 6. Republic Services Inc2.98%$77.84M
- 7. Bank of New York Mellon Corp4.36%$114.02M
- 8. Agilent Technologies Inc1.53%$40.09M
- 9. Verisk Analytics Inc1.21%$31.5M
- 10. Allstate Corp1.8%$46.91M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc Ordinary Shares0.96%$25M
- 2. Brown & Brown Inc2.23%$58.23M
- 3. O'Reilly Automotive Inc2.32%$60.54M
- 4. BILL Holdings Inc Ordinary Shares1.01%$26.49M
- 5. WR Berkley Corp2.52%$65.95M
- 6. Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin2.82%$73.68M
- 7. Vulcan Materials Co2.24%$58.64M
- 8. Guidewire Software Inc1.08%$28.22M
- 9. Hubbell Inc2.32%$60.54M
- 10. D.R. Horton Inc2.52%$65.81M
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 Mid Cap Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$81.13M
3.11%
Borders high risk
0
$0
0%
Total
1
$81.13M
3.11%
Holdings — 1 flagged holdings
1.
TransUnion
:$81.13M
3.11%
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 Mid Cap Fund PFPMX
Environment
Social
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