Parnassus Value Equity Fund
Shareclass
Parnassus Value Equity Institutional (PFPWX)
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 Value Equity Fund
FUND COVERAGE
# of holdings44
% 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
28 / 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. AstraZeneca PLC ADR2.21%$102.64M
- 2. Novo Nordisk AS ADR1.23%$56.97M
- 3. Bank of America Corp3.56%$165.41M
- 4. Mastercard Inc Class A3.29%$152.9M
- 5. Citigroup Inc2.15%$99.94M
- 6. Willis Towers Watson PLC2.46%$114.55M
- 7. JPMorgan Chase & Co3.39%$157.48M
- 8. Verizon Communications Inc2.69%$124.9M
- 9. S&P Global Inc3.83%$178.13M
- 10. Microsoft Corp2.61%$121.34M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin2.31%$107.42M
- 2. Broadcom Inc1.51%$70.4M
- 3. Charles Schwab Corp2.79%$129.58M
- 4. Western Digital Corp1.01%$47.09M
- 5. Applied Materials Inc1.48%$68.73M
- 6. Micron Technology Inc1.2%$55.76M
- 7. Bio-Rad Laboratories Inc Class A2.01%$93.65M
- 8. NICE Ltd ADR1.42%$66.02M
- 9. The Home Depot Inc2.24%$103.94M
- 10. Linde PLC1.79%$83.38M
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 Value Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$505.8M
11%
Prisons high risk
1
$66.02M
1.42%
Private prisons
0
$0
0%
Borders
4
$489.01M
11%
Borders high risk
0
$0
0%
Total
6
$599.03M
13%
Holdings — 6 flagged holdings
1.
Alphabet Inc Class A
:$150.07M
3.23%
2.
Amazon.com Inc
:$124.37M
2.68%
3.
Microsoft Corp
:$121.34M
2.61%
4.
Thermo Fisher Scientific Inc
:$93.23M
2.01%
5.
NICE Ltd ADR
$66.02M
1.42%
6.
Walmart Inc
$44M
0.95%
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 Value Equity Fund PFPWX
Environment
Social
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