Parnassus Mid Cap Growth Fund

Shareclass
Parnassus Mid Cap Growth Institutional (PFPRX)
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 Mid Cap Growth Fund

FUND COVERAGE
# of holdings43
% of assets91%
Score
49 / 100
Rank

88.8 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #123 out of 1,085

Grade
A

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

8 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Hilton Worldwide Holdings Inc
         % of fund invested: 3.74%
         $USD invested: $31.65M
  • 2. Autodesk Inc
         % of fund invested: 2.43%
         $USD invested: $20.58M
  • 3. Trane Technologies PLC Class A
         % of fund invested: 2.08%
         $USD invested: $17.62M
  • 4. Alnylam Pharmaceuticals Inc
         % of fund invested: 1.99%
         $USD invested: $16.88M
  • 5. Atlassian Corp Class A
         % of fund invested: 1.37%
         $USD invested: $11.57M
  • 6. Workday Inc Class A
         % of fund invested: 1.41%
         $USD invested: $11.95M
  • 7. Equifax Inc
         % of fund invested: 4.28%
         $USD invested: $36.28M
  • 8. Cloudflare Inc
         % of fund invested: 3.14%
         $USD invested: $26.59M
  • 9. Sherwin-Williams Co
         % of fund invested: 1.44%
         $USD invested: $12.21M
  • 10. Morningstar Inc
         % of fund invested: 1.16%
         $USD invested: $9.86M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 1.93%
         $USD invested: $16.32M
  • 2. SharkNinja Inc
         % of fund invested: 1.02%
         $USD invested: $8.61M
  • 3. O'Reilly Automotive Inc
         % of fund invested: 1.33%
         $USD invested: $11.3M
  • 4. BILL Holdings Inc Ordinary Shares
         % of fund invested: 2.54%
         $USD invested: $21.48M
  • 5. Procore Technologies Inc
         % of fund invested: 1.22%
         $USD invested: $10.3M
  • 6. West Pharmaceutical Services Inc
         % of fund invested: 1.04%
         $USD invested: $8.81M
  • 7. Cadence Design Systems Inc
         % of fund invested: 2.11%
         $USD invested: $17.83M
  • 8. Teradyne Inc
         % of fund invested: 3.75%
         $USD invested: $31.71M
  • 9. Builders FirstSource Inc
         % of fund invested: 1.81%
         $USD invested: $15.31M
  • 10. Guidewire Software Inc
         % of fund invested: 2.78%
         $USD invested: $23.57M

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 Mid Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$36.28M
4.28%
     Borders high risk
0
$0
0%
Total
1
$36.28M
4.28%
Full fund results

Holdings — 1 flagged holdings

1.
Equifax Inc
Borders
$36.28M
4.28%
Borders :
$36.28M
4.28%
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