MASHINIi

Parnassus Value Equity Fund

PFPWX · Parnassus

Is Parnassus Value Equity Fund Ethical?

Ethics Rating

Mixed.

Score: -11.4

This fund seeks to invest in companies that meet a wide array of ethical criteria, from environmental stewardship to fair business practices. Its portfolio is concentrated in large-cap U.S. companies, primarily in the technology, financial services, and industrial sectors. Holdings tend to perform well on metrics related to fair pay and community respect. However, significant ethical issues recur across the portfolio. Several holdings have ties to military contracts, report substantial greenhouse gas emissions, and face regulatory actions for data privacy violations and other business conduct.

Mandate Alignment

How well does this fund deliver on what it claims?

-11.4
Planet-Friendly Business-27.2
Honest & Fair Business-16.5
No War, No Weapons-27.2
Fair Pay & Worker Respect1.2
Better Health for All-3.9
Safe & Smart Tech-14.2
Kind to Animals-10.0
Respect for Cultures & Communities1.1
Fair Money & Economic Opportunity-4.9
Fair Trade & Ethical Sourcing-4.4
Zero Waste & Sustainable Products-19.9

Top Holdings

CompanyWeightScoreRating
ALPHABET INC-CL AGOOGL.US4.39%-29.0Mixed
BANK OF AMERICA CORPBAC.US3.57%-20.0Mixed
CBRE GROUP INC - ACBRE.US3.55%-12.0Mixed
S&P GLOBAL INCSPGI.US3.38%-11.0Mixed
BANK OF NEW YORK MELLON CORPBK.US3.37%-15.0Mixed
JPMORGAN CHASE & COJPM.US3.35%-17.0Mixed
DEERE AND CODE.US3.13%-14.0Mixed
CUMMINS INCCMI.US2.97%-4.0Mixed
MASTERCARD INC - AMA.US2.92%4.0Mixed
SCHWAB (CHARLES) CORPSCHW.US2.69%-6.0Mixed
VERIZON COMMUNICATIONS INCVZ.US2.60%-11.0Mixed
AMAZON.COM INCAMZN.US2.50%-25.0Mixed
SYSCO CORPSYY.US2.47%-15.0Mixed
WILLIS TOWERS WATSON PLCWTW.US2.43%-4.0Mixed
CITIGROUP INCC.US2.41%-31.0Poor
ASTRAZENECA PLC-SPONS ADRAZN.US2.35%-17.0Mixed
MICROSOFT CORPMSFT.US2.31%-5.0Mixed
TAIWAN SEMICONDUCTOR-SP ADRTSM.US2.31%-14.0Mixed
UNION PACIFIC CORPUNP.US2.24%-8.0Mixed
HOME DEPOT INCHD.US2.24%-20.0Mixed
THERMO FISHER SCIENTIFIC INCTMO.US2.18%-15.0Mixed
PROGRESSIVE CORPPGR.US2.16%-8.0Mixed
CME GROUP INCCME.US2.01%2.0Mixed
VISA INC-CLASS A SHARESV.US1.95%6.0Mixed
CIGNA CORPCI.US1.92%-6.0Mixed
LINDE PLCLIN.US1.80%-8.0Mixed
APPLIED MATERIALS INCAMAT.US1.80%-8.0Mixed
DANAHER CORPDHR.US1.79%-4.0Mixed
FEDEX CORPFDX.US1.78%-4.0Mixed
MICRON TECHNOLOGY INCMU.US1.75%-10.0Mixed
WALMART INCWMT.US1.66%-22.0Mixed
ADVANCED MICRO DEVICESAMD.US1.65%-9.0Mixed
ABBOTT LABORATORIESABT.US1.60%-11.0Mixed
STRYKER CORPSYK.US1.59%-20.0Mixed
BIO-RAD LABORATORIES-ABIO.US1.59%-9.0Mixed
REGENERON PHARMACEUTICALSREGN.US1.55%-8.0Mixed
BROADCOM INCAVGO.US1.44%-4.0Mixed
UNITEDHEALTH GROUP INCUNH.US1.37%-15.0Mixed
WASTE MANAGEMENT INCWM.US1.32%-5.0Mixed
WESTERN DIGITAL CORPWDC.US1.30%-6.0Mixed
NICE LTD - SPON ADRNICE.US1.23%-8.0Mixed
CMS ENERGY CORPCMS.US1.09%-9.0Mixed
ORACLE CORPORCL.US1.06%-16.0Mixed
NOVO-NORDISK A/S-SPONS ADRNOV.XETRA1.02%-20.0Mixed
INTEL CORPINTC.US0.96%1.0Mixed

Common Questions

How does Parnassus Value Equity Fund score in an ethics audit?

Parnassus Value Equity Fund received a “Mixed” ethics rating from Mashinii. We audited 45 of the fund's top 46 holdings across 11 ethical dimensions using court filings, investigative reports, and NGO data.

What are the most controversial companies in PFPWX?

Among the holdings we audited, CITIGROUP INC, ALPHABET INC-CL A, AMAZON.COM INC scored lowest in our ethics assessment. These scores are based on court records, regulatory actions, and investigative journalism.

How many companies in PFPWX have ethical issues?

We audited 45 of 46 top holdings across 11 dimensions. Sign up to see individual company scores and ratings.

How does Mashinii audit Parnassus Value Equity Fund?

We identify the fund's top holdings from public filings, then score each company across 11 ethical dimensions — including human rights, environmental damage, corruption, and labour practices. Our data comes from court records, investigative journalism, and NGO reports. Learn more about our methodology.

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AI-generated analysis based on publicly available data. Not financial advice. Ratings are expressions of opinion derived from automated models and may contain inaccuracies. See our Risk Disclosure for full details.