Parnassus Endeavor Fund
Fund offered by:
Parnassus
Ticker: PFPWX
socially responsibleMember of USSIF
Deforestation grade: A
This grade is based on how much money the fund has invested in three key deforestation-driving sectors: commodity producers, banks and lenders, and major consumer brands.
See how we track deforestation-risk investments
A
0%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
0
HOLDINGS FLAGGED
0%
OF ASSETS FLAGGED
Member of the Forum for Sustainable and Responsible Investment
This asset manager is a member of the Forum for Sustainable and Responsible Investment, a group advancing sustainable, responsible, and impact investing.
Member of The Forum for Sustainable and ResponsibleInvestment icon
This fund contains
 $0 invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
0 holdings
0% of assets
$0 invested
banks
Banks and lenders
0 holdings
0% of assets
$0 invested
consumers
Major consumer brands
0 holdings
0% of assets
$0 invested
No holdings icon
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of F.
No holdings icon
Banks and lenders
0 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
No holdings icon
Major consumer brands
0 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
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DATA AS OF 12/31/19
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 commodity producers 
0.33% less invested
Less invested in banks and lenders 
3.39% less invested
Less invested in major consumer brands 
14.11% less 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 commodity producers 
0.33% less invested
Less invested in banks and lenders 
3.39% less invested
Less invested in major consumer brands 
14.11% less 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 commodity producers 
0.33% less invested
Less invested in banks and lenders 
3.39% less invested
Less invested in major consumer brands 
14.11% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
PFPWX - Parnassus Endeavor Fund
17%
11%
12%
14%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
22%
15%
12%
14%
0.33% 
Fund compared to benchmark
 
-4.88%
-3.73%
-0.17%
0.47%
0.33%  lower
Find more financial data on PFPWX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
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