Parnassus
Parnassus Investments’ commitment to its sustainable investing roots, solid culture, and stable investment team earn an Above Average Parent rating.
Parnassus Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
37.23 BilInvestment Flows (TTM)
−3.91 BilAsset Growth Rate (TTM)
−9.52%# of Share Classes
12| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 3 | ||
| 1 | ||
| 1 | ||
| 5 | ||
| 0 | ||
| Not Rated | 2 |
Name
|
Morningstar Rating Overall
| |
|---|---|---|
| Parnassus Core Equity Institutional | 4 | |
| Parnassus Value Equity Investor | 3 | |
| Parnassus Core Equity Investor | 5 | |
| Parnassus Value Equity Institutional | 2 | |
| Parnassus Mid-Cap | 87 |
Quick Definitions: Key Morningstar Terms
Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.