parnassus core equity fund fact sheet

Mutual fund investing involves risk, and loss of principal is possible. Under normal circumstances, the Fund will invest a minimum of 80% of its net assets plus any borrowings in equity securities. conviction in approximately 40 holdings. Add this security to watchlist, portfolio, or create an alert to track market â¦ Research information including asset allocation, sector weightings and top holdings for Parnassus Core Equity Fund. Parnassus Core Equity Fund - Investor Shares + Add to watchlist. As of 12/31/18, Parnassus Core Equity Fund was rated against the following numbers of Large Blend Funds over the following time periods: 1,208 funds in the last three years, 1,071 funds in the last five years, and 805 funds in the last ten years. Add this security to watchlist, portfolio, or create an alert to track market â¦ More Take Action. Parnassus Core Equity Fund - Investor Shares + Add to watchlist. As of April 29, 2021, the fund â¦ More Take Action. Parnassus Core Equity Fund - Investor Shares. Actions. Performance data quoted represent past performance and â¦ Learn more about mutual funds at fidelity.com. The Morningstar® Sustainability Rating is a measure of how well the portfolio holdings are managing their ESG Risk relative to the portfolioâs Global Category peer group. Equity securities include common and preferred stock. Utilizing our VIA3 framework, we have created a Factsheet to assess the five key criteria of sustainability for a fund benchmarked against a popular broad market index. More Take Action. Part of this Comparative Analysis. Actions. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. Under normal circumstances, the underlying fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. PRILX. PRBLX. The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. This gave Hwan to chance to bring the fundâs holdings up from 28 to 36 names, which is more typical of Parnassusâ equity offerings. Research information including fund fees, cost projections and minimum investments for Parnassus Core Equity Fund. Parnassus Core Equityâs solid leadership and well-executed, time-tested approach earn a Morningstar Analyst Rating of Silver for both share classes. Parnassus Core Equity Fund - Investor Shares + Add to watchlist. in approximately 40 holdings. Parnassus Core Equity Fund - Investor Shares + Add to watchlist. More Take Action. Parnassus Core Equity Fund - PRBLX Sustainability Factsheet. The Fund seeks both capital appreciation and current income. Actions. US Equity Large Cap Comparative Analysis . Parnassus Core Equity Fund - Investor Shares + Add to watchlist. As of 3/31/19, Parnassus Core Equity Fund was rated against the following numbers of Large Blend Funds over the following time periods: 1,218 funds in the last three years, 1,081 funds in the last five years and 810 funds in the last 10 years. Parnassus Core Equity Fund - Investor Shares. The Parnassus Mid Cap Fund invests with low turnover and high conviction in approximately 40 holdings. Actions. The Parnassus Core Equity Fund â Institutional Share Class received a Morningstar rating of 4, 4 and 4 stars for the 3-, 5- and 10-year periods, respectively. View mutual fund news, mutual fund market and mutual fund interest rates. The Parnassus Core Equity Fund invests with low turnover and high conviction . PRBLX. More Take Action. Parnassus Core Equity Fund - The investment seeks to achieve both capital appreciation and current income. PRBLX. The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. The Parnassus Core Equity Fund invests with low turnover and high . Past name(s) : Parnassus Equity Income - Inst. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fundâs individual holdings page. Add this security to watchlist, portfolio, or create an alert to track market â¦ Actions. Equity securities include common stock and preferred stock. The portfolio managers focus on high quality companies that may perform better than the market during downturns. The Parnassus Core Equity Fund invests with low turnover and high conviction in approximately 40 holdings. The fund has returned 56.24 percent over the past year, 19.30 percent over the past three years, 16.27 percent over the past five years and 14.17 percent over â¦ Parnassus Core Equity Fund - Institutional Shares. Parnassus Investments Parnassus Investments has integrated environmental, social and governance factors into its fundamental investment process since the firm was founded in 1984. Parnassus Core Equity Fund - The investment seeks to achieve both capital appreciation and current income. Analyze the Fund Parnassus Core Equity Fund - Investor Shares having Symbol PRBLX for type mutual-funds and perform research on other mutual funds. Parnassus Core Equity FundSM ... Past name(s) : Parnassus Equity Income - Inv. Add to watchlist; Add to portfolio; Price (USD) 60.49; Today's Change 0.28 / 0.47%; 1 Year change +36.86%; Data delayed at least 15 minutes, as of Jun 10 2021. Volatility and Risk Volatilityas of03-31-21 Low Moderate High Investment Category Risk Measures as of 03-31-21 Port Avg Rel S&P 500 Rel Cat 3 Yr Std Dev 16.22 0.88 0.86 3 Yr Beta 0.86 . Volatility and Risk Volatilityas of03-31-21 Low Moderate High Investment Category Risk Measures as of 03-31-21 Port Avg Rel S&P 500 Rel Cat 3 Yr Std Dev 16.24 0.88 0.86 3 Yr Beta 0.86 . Fees and Expensesas of08-05-20 Prospectus Gross Expense Ratio 0.63 % Total Annual Operating Exp per $1000 $ 6.30 Maximum Sales Charge . Parnassus Core Equity Institutional PRILX ... equity securities. Parnassus Core Equity Fund - Investor Shares + Add to watchlist. Add to watchlist; Add to portfolio; Price (USD) 60.62; Today's Change 0.49 / 0.81%; 1 Year change +29.67%; Data delayed at least 15 minutes, as of Jun 04 2021. circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. Add this security to watchlist, portfolio, or create an alert to track market â¦ The Fund focuses on identifying companies with: â¢ Wide moats or strong competitive advantages that protect market share. PRBLX | A complete Parnassus Core Equity Fund;Investor mutual fund overview by MarketWatch. Describe Parnassus Income Funds: Parnassus Core Equity Fund; Investor Shares (PRBLX). Parnassus Core Equity Fund - Investor Shares. The Parnassus Core Equity Fund invests in U.S. large cap companies with long-term competitive advantages and relevancy, quality management teams and positive performance on ESG criteria. Conversely, if the cost basis exceeds the market value, then there is a realized capital loss. Parnassus Funds will default to Average Basis if a cost basis disposition method is not chosen. Calculating Cost Basis The IRS allows you to calculate cost basis using one of three methods. Average Basis. Equity securities include common and preferred stock. Parnassus Core Equity Fund - Investor Shares. The Parnassus Core Equity Fund strives to be an all-weather fund by holdings high-quality companies with the goal of downside protection during market declines. Parnassus Core Equity Fund - Investor Shares. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fundâs â¦ More Take Action. See fees data for Parnassus Core Equity Fund (PRBLX). The Parnassus Core Equity Fund invests with low turnover and high conviction in approximately 40 holdings. Parnassus Core Equity Fund - Institutional Shares + Add to watchlist. The Fund seeks both capital appreciation and current income. Under normal circumstances, the Fund will invest a minimum of 80% of its net assets plus any borrowings in equity securities. At least 75% of the Funds total assets will normally be invested in equity securities that pay interest or dividends. PRILX | A complete Parnassus Core Equity Fund;Institutional mutual fund overview by MarketWatch. Actions. PRBLX. Fees and Expenses as â¦ Add this security to watchlist, portfolio, or create an alert to track market â¦ Add to watchlist; Add to portfolio; Price (USD) 60.20; Today's Change-0.270 / -0.45%; 1 Year change +33.39%; Data delayed at least 15 minutes, as of Jun 01 2021. and profitability â¢ Relevancy over the long term, which provides a compounding growth . Parnassus Core Equity Fund - Investor Shares. At least 75% of the fund's total assets will normally be invested in equity securities that pay interest or dividends. Parnassus Core Equity Fund - The investment seeks to achieve both capital appreciation and current income. View mutual fund news, mutual fund market and mutual fund interest rates. The Parnassus Mid Cap Growth Fund seeks to invest in increasingly relevant U.S. mid cap companies with long-term competitive advantages, quality â¦ â¦ For current quarter-end standardized performance and disclosure information, please click here. Add to watchlist; Add to portfolio; Price (USD) 60.27; Today's Change-0.150 / -0.25%; 1 Year change +31.51%; Data delayed at least 15 minutes, as of Jun 03 2021. 12b-1 Fee . Add to watchlist; Add to portfolio; Price (USD) 60.21; Today's Change-0.14 / -0.23%; 1 Year change +28.90%; Data delayed at least 15 minutes, as of Jun 09 2021. Actions. Add to watchlist; Add to portfolio; Price (USD) 60.71; Today's Change 0.22 / 0.36%; 1 Year change +37.35%; Data delayed at least 15 minutes, as of Jun 11 2021. You can make additional purchases by accessing your account online. You may also mail your check to Parnassus Investments at 1 Market Street, Suite 1600 San Francisco, CA 94105. When mailing in your check please make sure to reference your account number and fund selection for your investment. The Fund invests its assets in the Parnassus Core Equity Fund. Equity securities include common and preferred stock. The Morningstar® Sustainability Rating is a measure of how well the portfolio holdings are managing their ESG Risk relative to the portfolioâs Global Category peer group. The underlying fund invests primarily in a diversified portfolio of equity securities. The Parnassus Core Equity Fund â Institutional Share Class received a Morningstar rating of 5, 5 and 5 stars for the 3-, 5- and 10-year periods, respectively. Add this security to watchlist, portfolio, or create an alert to track market â¦ At least 75% of the fund's total assets will normally be invested in equity securities that pay interest or dividends. PRBLX. The Parnassus Core Equity Fund, while categorized as a large-cap growth fund, specializes in socially responsible investments. See holdings data for Parnassus Core Equity Fund (PRBLX). Morningstar calls the fund a "core" holding. Lead manager Todd Ahlsten joined Parnassus Investments in 1995 as a research analyst. Three years later he was named director of research, and in 2001 became manager of this fund. Co-manager Benjamin Allen joined the firm in 2005. See Report; About Our Factsheets. Parnassus Core Equity FundSM ... Past name(s) : Parnassus Equity Income - Inst. The Parnassus Core Equity Fund â Institutional Share Class received a Morningstar rating of 5, 5 and 5 stars for the 3-, 5- and 10-year periods, respectively. More Take Action. Add to watchlist; Add to portfolio; Price (USD) 59.07; Today's Change 0.86 / 1.48%; 1 Year change +55.98%; Data delayed at least 15 minutes, as of Apr 05 2021. PRBLX.

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