Mutual fund
Parnassus Core Equity Fund
TickerPRBLXMember of USSIFsocially responsible
Fund manager
Parnassus
Prison industrial complex grade: One or more holdings were flagged by our prison industrial complex screen, but there were no higher risk companies in the portfolio. Assigned a grade of B.
B
$6.5 BILLION
Prison industrial complex
7
flagged holdings
25%
of assets flagged
Data as of 11/30/22
Flagged investments:
$6.5 BILLION, 25% of assets
Higher risk:
$0, 0% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
3
holdings
$3.05B
invested
12%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
6
holdings
$5.93B
invested
23%
of portfolio
All flagged holdings
7 holdings
7 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $1.7B
    6.63%
  • 2.  Alphabet Inc Class A
    Border industry
    $1.36B
    5.28%
  • 3.  Deere & Co
    Border industry
    $1.05B
    4.07%
  • 4.  Bank of America Corp
    Prison industryBorder industry
    $776.01M
    3.02%
  • 5.  Costco Wholesale Corp
    Prison industry
    $573.15M
    2.23%
Higher risk
Private prison operator
See all
Parnassus Core Equity Fund $PRBLX has $6.5 BILLION invested in 7 companies involved in the prison industrial complex, amounting to 25% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on PRBLX at Morningstar.com
Current fund
PRBLX
Parnassus Core Equity 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: 12/31/22
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:
Lower 10-yr returns 
-0.1% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.19% less invested
Less invested in higher risk companies, border industry 
1.7% less invested
Less invested in higher risk companies 
1.7% less invested
Less invested in all screened prison industry companies 
3.29% less invested
More invested in all screened border industry companies 
4.16% more invested
More invested in all screened companies 
2.69% more invested
Current fund
PRBLX
Parnassus Core Equity 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: 12/31/22
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:
Lower 10-yr returns 
-0.1% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.19% less invested
Less invested in higher risk companies, border industry 
1.7% less invested
Less invested in higher risk companies 
1.7% less invested
Less invested in all screened prison industry companies 
3.29% less invested
More invested in all screened border industry companies 
4.16% more invested
More invested in all screened companies 
2.69% more invested
Current fund
PRBLX
Parnassus Core Equity 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: 12/31/22
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:
Lower 10-yr returns 
-0.1% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.19% less invested
Less invested in higher risk companies, border industry 
1.7% less invested
Less invested in higher risk companies 
1.7% less invested
Less invested in all screened prison industry companies 
3.29% less invested
More invested in all screened border industry companies 
4.16% more invested
More invested in all screened companies 
2.69% more invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
PRBLX - Parnassus Core Equity Fund
-18.61%
7.95%
10%
12%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
-18.13%
7.63%
9.39%
13%
0% 
Fund compared to benchmark
 
-0.48%
0.32%
1.02%
-0.1%
Same
Find more financial data on PRBLX at Morningstar.com
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