Mutual fund
Parnassus Endeavor Fund
Fund manager
Parnassus
Ticker PFPWXMember of USSIFsocially responsible
Fossil fuel grade: No holdings flagged by our fossil fuel screen. Assigned a grade of A.No holdings flagged by our fossil fuel screen. Assigned a grade of A.How we track fossil fuel investments
A
$0
in fossil fuel investments
0
fossil fuel stocks found
0%
of assets flagged
Portfolio data as of 9/30/21
  A grade with a sustainability mandate
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
No direct stock holdings
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
No direct stock holdings
Share to spread the word.
Parnassus Endeavor Fund $PFPWX has no fossil fuel stock holdings!
Tweet 
Financial performance
Performance data provided byMorningstarFind more financial data on PFPWX at Morningstar.com
Current fund
PFPWX
Parnassus Endeavor Fund
Family
Parnassus
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
2.13% more in annualized returns
Less invested in fossil fuels 
6.69% less invested
Lower carbon footprint 
42 tonnes CO2e/$1M USD lower
More invested in Clean200 
3.5% more invested
Current fund
PFPWX
Parnassus Endeavor Fund
Family
Parnassus
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
2.13% more in annualized returns
Less invested in fossil fuels 
6.69% less invested
Lower carbon footprint 
42 tonnes CO2e/$1M USD lower
More invested in Clean200 
3.5% more invested
Current fund
PFPWX
Parnassus Endeavor Fund
Family
Parnassus
Category
Large Value
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
2.13% more in annualized returns
Less invested in fossil fuels 
6.69% less invested
Lower carbon footprint 
42 tonnes CO2e/$1M USD lower
More invested in Clean200 
3.5% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
PFPWX - Parnassus Endeavor Fund
57%
25%
19%
18%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
6.69% 
Fund compared to benchmark
 
14%
3.29%
0.58%
2.13%
6.69%  lower
Find more financial data on PFPWX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
Find sustainable funds that are A-grade fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco:


We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more

About us

Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.

Donate

Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good

Visit As You Sow

Legal    
© Copyright 2021 As You Sow. All rights reserved.
2020 Milvia St, Suite #500, Berkeley, CA 94704

Connect with As You Sow

Contact us      

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer