Parnassus Mutual Funds
Parnassus Funds List
1 to 12 of 12 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | PRILX | Large Blend | 17.38% | 69 | 0.610% | Below Average | Institutional | $100,000 | ||
Parnassus Core Equity Investor | PRBLX | Large Blend | 17.22% | 72 | 0.820% | Average | No Load | $2,000 | ||
Parnassus Value Equity Investor | PARWX | Large Value | 12.82% | 84 | 0.880% | Average | No Load | $2,000 | ||
Parnassus Value Equity Institutional | PFPWX | Large Value | 13.03% | 82 | 0.650% | Below Average | Institutional | $100,000 | ||
Parnassus Fixed Income Institutional | PFPLX | Intermediate Core-Plus Bond | 5.03% | 78 | 0.390% | Below Average | Institutional | $100,000 | ||
Parnassus Fixed-Income | PRFIX | Intermediate Core-Plus Bond | 4.86% | 83 | 0.580% | Average | No Load | $2,000 | ||
Parnassus Mid Cap Growth Institutional | PFPRX | Mid-Cap Growth | 11.96% | 41 | 0.680% | Low | Institutional | $100,000 | ||
Parnassus Mid Cap Growth Investor | PARNX | Mid-Cap Growth | 11.86% | 43 | 0.800% | Below Average | No Load | $2,000 | ||
Parnassus Mid Cap Institutional | PFPMX | Mid-Cap Blend | 13.98% | 38 | 0.750% | Below Average | Institutional | $100,000 | ||
Parnassus Mid-Cap | PARMX | Mid-Cap Blend | 13.80% | 42 | 0.960% | Average | No Load | $2,000 | ||
Parnassus Growth Equity Institutional | PFPGX | Large Growth | — | 19.58% | 61 | 0.630% | Below Average | Institutional | $100,000 | |
Parnassus Growth Equity Investor | PFGEX | Large Growth | — | 19.30% | 62 | 0.840% | Average | No Load | $2,000 |
Parnassus Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank