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Parnassus Core Equity Fund - Investor Shares (PRBLX)

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66.73 +0.63    +0.95%
07/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 14.02B
Type:  Fund
Market:  United States
Issuer:  Parnassus
Underlying:  S&P 500 TR
Asset Class:  Equity
Parnassus Core Equity Investor 66.73 +0.63 +0.95%

PRBLX Overview

 
Find basic information about the Parnassus Core Equity Fund - Investor Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PRBLX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US7017691012)
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Rating
1-Year Change23.14%
Prev. Close66.1
Risk Rating
TTM Yield0.36%
ROE33.43%
IssuerParnassus
Turnover11.21%
ROA15.24%
Inception DateAug 31, 1992
Total Assets14.02B
Expenses0.81%
Min. Investment2,000
Market Cap283.88B
CategoryLarge Blend
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Parnassus Core Equity Fund - Investor Shares Share News Today


Parnassus Core Equity Fund - Investor Shares Analysis


Ed Yardeni
Powell's Mixed Message Remains Dovish By Ed Yardeni - 12 hours ago

The Fed cut the federal funds rate (FFR) by 25bps yesterday as widely expected. We expected it as well, though we still believe that the now 75bps cut in the FFR since September...

Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1161 1017 1319 1234 1932 3130
Fund Return 16.05% 1.66% 31.85% 7.27% 14.08% 12.09%
Place in category 1071 1210 1034 798 593 338
% in Category 72 83 71 63 51 41

Top Equity Funds by Parnassus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Parnassus Core Equity Institutional 16.81B 16.22 7.49 12.32
  Parnassus Endeavor Investor 3.34B 11.44 4.57 12.83
  Parnassus Endeavor Institutional 1.82B 11.65 4.81 -
  Parnassus Mid Cap Institutional 1.77B 12.72 1.40 -
  Parnassus Mid-Cap 1.41B 12.51 1.19 8.20

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 713.87B 19.69 7.49 -
  Fidelity 500 Index Institutional Pr 592.67B 20.96 9.07 12.99
  Vanguard 500 Index Admiral 552.77B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 401.69B 19.67 7.47 12.38
  Vanguard 500 Index Institutional Se 193.35B 20.96 9.07 -

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 6.62 422.65 -0.65%
  NVIDIA US67066G1040 6.44 147.58 -0.87%
  Amazon.com US0231351067 5.28 209.18 -0.41%
  Alphabet A US02079K3059 4.51 178.94 -1.00%
  Realty Income US7561091049 3.87 57.29 +1.61%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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