Parnassus Endeavor Fund
Fund offered by:
Parnassus
Ticker: PFPWXMember of USSIFsocially responsible
Mutual fund investment profile
Fossil fuel grade:
  
A
Shareclass ticker
PFPWX
Data as of
Dec 31, 2019
Shareclass name
Parnassus Endeavor Institutional
% of fund assets screened
88%
Shareclass type
Open-end funds
Fund net assets
$3.82 BILLION
Fund family
Fund category
Large Blend
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
Yes
Fossil fuel totals
Total fossil fuel stock holdings
0
Total % invested in fossil fuel stocks
0%
Total assets invested in fossil fuel stocks
$0
Fossil fuel badges (legacy grade)
Fossil fuel grade
A
Clean200 totals
Total Clean200 stock holdings
4
Total % invested in Clean200 stocks
16%
Total assets invested in Clean200 stocks
$601.09 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on PFPWX at Morningstar.com
Current fund
PFPWX
Parnassus Endeavor Fund
Family
Parnassus
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/20
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 
0.47% more in annualized returns
Less invested in fossil fuels 
8.94% less invested
Lower carbon footprint 
21 tonnes CO2e/$1M USD lower
More invested in Clean200 
6.72% more invested
Current fund
PFPWX
Parnassus Endeavor Fund
Family
Parnassus
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/20
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 
0.47% more in annualized returns
Less invested in fossil fuels 
8.94% less invested
Lower carbon footprint 
21 tonnes CO2e/$1M USD lower
More invested in Clean200 
6.72% more invested
Current fund
PFPWX
Parnassus Endeavor Fund
Family
Parnassus
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/20
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 
0.47% more in annualized returns
Less invested in fossil fuels 
8.94% less invested
Lower carbon footprint 
21 tonnes CO2e/$1M USD lower
More invested in Clean200 
6.72% 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
17%
11%
12%
14%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
22%
15%
12%
14%
8.94% 
Fund compared to benchmark
 
-4.88%
-3.73%
-0.17%
0.47%
8.94%  lower
Find more financial data on PFPWX at Morningstar.com
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