Nasdaq - Delayed Quote USD

Parnassus Core Equity Investor (PRBLX)

59.00
-0.93
(-1.55%)
At close: January 10 at 8:01:54 PM EST
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DELL
  • Previous Close 59.93
  • YTD Return 18.52%
  • Expense Ratio 0.82%
  • Category Large Blend
  • Last Cap Gain 27.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 29.04B
  • Beta (5Y Monthly) 0.97
  • Yield 0.35%
  • 5y Average Return --
  • Holdings Turnover 29.01%
  • Last Dividend 0.23
  • Inception Date Apr 28, 2006

The fund's 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% of its net assets (plus borrowings for investment purposes) in equity securities. At least 65% of the fund's total assets will normally be invested in equity securities that pay interest or dividends.

Parnassus

Fund Family

Large Blend

Fund Category

29.04B

Net Assets

2006-04-28

Inception Date

Performance Overview: PRBLX

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Trailing returns as of 1/8/2025. Category is Large Blend.

YTD Return

PRBLX
18.52%
Category
5.31%
 

1-Year Return

PRBLX
18.52%
Category
20.31%
 

3-Year Return

PRBLX
6.42%
Category
6.48%
 

5-Year Return

PRBLX
13.25%
Category
11.78%
 

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Holdings: PRBLX

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Top 10 Holdings (43.76% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 6.62%
NVDA
NVIDIA Corporation 6.07%
AMZN
Amazon.com, Inc. 5.81%
GOOGL
Alphabet Inc. 4.44%
DE
Deere & Company 3.90%
CRM
Salesforce, Inc. 3.84%
MA
Mastercard Incorporated 3.41%
O
Realty Income Corporation 3.41%
ICE
Intercontinental Exchange, Inc. 3.17%
WM
Waste Management, Inc. 3.09%

Sector Weightings

SectorPRBLX
Technology   32.96%
Industrials   11.30%
Healthcare   9.56%
Real Estate   3.44%
Utilities   0.00%
Energy   0.00%

Recent News: PRBLX

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