Morningstar

Parnassus Mutual Funds

View all of Parnassus’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Parnassus Mutual Funds List

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Parnassus Growth Equity Fund Institutional SharesPFPGXLarge Growth
12.71%400.630%Below AverageInstitutional$100,000
Parnassus Growth Equity Fund Investor SharesPFGEXLarge Growth
12.49%410.840%AverageNo Load$2,000
Parnassus Value Equity Fund Investor SharesPARWXLarge Value
14.90%350.880%Above AverageNo Load$2,000
Parnassus Mid Cap Growth Fund - InvestorPARNXMid-Cap Growth
8.29%400.800%Below AverageNo Load$2,000
Parnassus Core Equity Fund - Institutional SharesPRILXLarge Blend
10.43%730.610%Below AverageInstitutional$100,000
Parnassus Core Equity Fund - Investor SharesPRBLXLarge Blend
10.27%740.810%AverageNo Load$2,000
Parnassus Value Equity Fund Institutional SharesPFPWXLarge Value
15.09%340.650%AverageInstitutional$100,000
Parnassus Mid Cap Growth Fund - InstitutionalPFPRXMid-Cap Growth
8.39%400.680%Below AverageInstitutional$100,000
Parnassus Mid Cap FundPARMXMid-Cap Blend
2.77%910.950%AverageNo Load$2,000
Parnassus Mid Cap Fund Institutional SharesPFPMXMid-Cap Blend
2.93%900.750%Below AverageInstitutional$100,000

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

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • 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.

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