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Parnassus Core Equity Fund - Investor Shares (PRBLX)

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61.06 +0.53    +0.88%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 13.68B
Type:  Fund
Market:  United States
Issuer:  Parnassus
Underlying:  S&P 500 TR
Asset Class:  Equity
Parnassus Core Equity Investor 61.06 +0.53 +0.88%

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.
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Rating
1-Year Change10.86%
Prev. Close60.53
Risk Rating
TTM Yield0.36%
ROE32.69%
IssuerParnassus
Turnover11.21%
ROA15.43%
Inception DateAug 31, 1992
Total Assets13.68B
Expenses0.81%
Min. Investment2,000
Market Cap285.85B
CategoryLarge Blend
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Parnassus Core Equity Fund - Investor Shares News


US stock futures steady after Christmas holiday
US stock futures steady after Christmas holiday By Investing.com - 2 hours ago

Investing.com-- U.S. stock index futures were largely steady on Wednesday evening as markets were shut for Christmas, while Wall Street saw a rally in megacap stocks in a shortened...

TSX Finishes on Up Note Before Christmas
TSX Finishes on Up Note Before Christmas By Baystreet.ca - Dec 24, 2024

Baystreet.ca - Canada's main stock index soared along with Santa’s reindeer to close Tuesday in thin trading volumes, as investors clocked in for a half-day trading session...

Parnassus Core Equity Fund - Investor Shares Analysis


Performance

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Condition

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%

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1227 1059 1279 1302 1968 3230
Fund Return 22.69% 5.89% 27.86% 9.19% 14.5% 12.44%
Place in category 1052 1028 1083 927 638 342
% in Category 75 74 77 72 57 44

Top Equity Funds by Parnassus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Parnassus Core Equity Institutional 16.12B 22.91 9.42 12.68
  Parnassus Endeavor Investor 3.18B 18.36 7.64 12.94
  Parnassus Endeavor Institutional 1.74B 18.62 7.89 -
  Parnassus Mid Cap Institutional 1.61B 19.88 3.91 -
  Parnassus Mid-Cap 1.29B 19.65 3.69 8.62

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 6.83 140.22 +0.39%
  Microsoft US5949181045 6.59 439.33 +0.94%
  Amazon.com US0231351067 5.40 229.05 +1.77%
  Alphabet A US02079K3059 4.76 196.11 +0.76%
  Salesforce Inc US79466L3024 4.22 344.43 +0.45%

Technical Summary

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