Parnassus E Equity Fund Quote
| PRBLX Fund | USD 58.57 0.51 0.86% |
PerformanceVery Weak
| Odds Of DistressLow
|
Parnassus Core is trading at 58.57 as of the 20th of March 2025; that is 0.86 percent down since the beginning of the trading day. The fund's open price was 59.08. Parnassus Core has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The funds objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. Under normal circumstances, the fund will invest a minimum of 80 percent of its net assets in equity securities. More on Parnassus E Equity
Moving together with Parnassus Mutual Fund
Parnassus Mutual Fund Highlights
| Fund Concentration | Parnassus Funds, Large Blend Funds, Large Blend, Parnassus (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Parnassus E Equity [PRBLX] is traded in USA and was established 20th of March 2025. Parnassus Core is listed under Parnassus category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Parnassus family. This fund at this time has accumulated 26.97 B in assets with no minimum investment requirementsParnassus E Equity is currently producing year-to-date (YTD) return of 0.59% with the current yeild of 0.0%, while the total return for the last 3 years was 10.73%.
Check Parnassus Core Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Parnassus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Parnassus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Parnassus E Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Parnassus E Equity Mutual Fund Constituents
| LIN | Linde plc Ordinary | Stock | Materials | |
| SNPS | Synopsys | Stock | Information Technology | |
| CME | CME Group | Stock | Financials | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| CDNS | Cadence Design Systems | Stock | Information Technology | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| DHR | Danaher | Stock | Health Care | |
| SCHW | Charles Schwab Corp | Stock | Financials |
Parnassus E Equity Risk Profiles
| Mean Deviation | 0.7593 | |||
| Standard Deviation | 0.9393 | |||
| Variance | 0.8822 | |||
| Risk Adjusted Performance | (0.06) |
Parnassus Core Against Markets
Other Information on Investing in Parnassus Mutual Fund
Parnassus Core financial ratios help investors to determine whether Parnassus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Parnassus with respect to the benefits of owning Parnassus Core security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |