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Bloomberg—Top U.S. ESG Funds Find Returns in Small Caps, Tech

Four Parnassus Funds made the top 10 list in Bloomberg’s first ever ranking of funds with a sustainability bias—and the Parnassus Endeavor Fund captured the top spot. Todd C. Ahlsten, lead portfolio manager for the Parnassus Core Equity Fund, shares some of the reasons they performed so well.

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As of 03/31/2017, Micron Technology (MU) represented 0.3% of the Parnassus Fund’s TNA, 0.3% of the Parnassus Core Equity Fund’s TNA 1.0% of the Parnassus Mid Cap Fund’s TNA, and 5.1% of the Parnassus Endeavor Fund’s TNA. Gilead Sciences Inc. (GILD) represented 4.2% of the Parnassus Fund’s TNA, 4.8% of the Parnassus Core Equity Fund’s TNA, 0.9% of the Parnassus Fixed Income Fund’s TNA, 8.2% of the Parnassus Endeavor’s Fund TNA and 4.7% of the Parnassus Asia Fund’s TNA. Applied Materials Inc. (AMAT) represented 1.4% of the Parnassus Fixed Income Fund’s TNA, 0.2% of the Parnassus Mid Cap Fund’s TNA and 0.5% of the Parnassus Endeavor Fund’s TNA.