Parnassus Endeavor Fund
Fund offered by:
Parnassus
Ticker: PFPWXMember of USSIFsocially responsible
Prison industrial complex grade
B
One or more holdings were flagged by our prison industrial complex screen, but there were no higher risk companies in the portfolio.
$77.22 MILLION
Prison industrial complex
1
flagged holdings
2.76%
of assets flagged
Data as of 8/31/20
Flagged investments:
$77.22 MILLION, 2.76% 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
2.76%
of assets
1
holdings
$77.22M
invested
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
2.76%
of assets
1
holdings
$77.22M
invested
All flagged holdings
1 holdings
1 holdings
  • 1.  Bank of America Corp
    PrisonsBorders
    2.76% of assets
    $77.22M invested
Higher risk
Private prison operator
Parnassus Endeavor Fund $PFPWX has $77.22 MILLION invested in 1 company involved in the prison industrial complex, amounting to 2.76% of fund assets
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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: 9/30/20
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 
0.15% more in annualized returns
Same in private prison operators 
Both 0% invested
Same in higher risk companies, prison industry 
Both 0% invested
Less invested in higher risk companies, border industry 
1.68% less invested
Less invested in higher risk companies 
1.68% less invested
Less invested in all screened prison industry companies 
0.17% less invested
Less invested in all screened border industry companies 
12.6% less invested
Less invested in all screened companies 
13.12% 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: 9/30/20
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 
0.15% more in annualized returns
Same in private prison operators 
Both 0% invested
Same in higher risk companies, prison industry 
Both 0% invested
Less invested in higher risk companies, border industry 
1.68% less invested
Less invested in higher risk companies 
1.68% less invested
Less invested in all screened prison industry companies 
0.17% less invested
Less invested in all screened border industry companies 
12.6% less invested
Less invested in all screened companies 
13.12% 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: 9/30/20
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 
0.15% more in annualized returns
Same in private prison operators 
Both 0% invested
Same in higher risk companies, prison industry 
Both 0% invested
Less invested in higher risk companies, border industry 
1.68% less invested
Less invested in higher risk companies 
1.68% less invested
Less invested in all screened prison industry companies 
0.17% less invested
Less invested in all screened border industry companies 
12.6% less invested
Less invested in all screened companies 
13.12% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
PFPWX - Parnassus Endeavor Fund
12%
7.32%
13%
14%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
15%
12%
14%
14%
0% 
Fund compared to benchmark
 
-3.62%
-4.93%
-1.3%
0.15%
Same
Find more financial data on PFPWX at Morningstar.com
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