Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 Funds List
Share Class Type
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 | 5.19% | 71 | 0.610% | Below Average | Institutional | $100,000 | ||
| Parnassus Core Equity Investor | PRBLX | Large Blend | 5.40% | 70 | 0.820% | Average | No Load | $2,000 | ||
| Parnassus Value Equity Institutional | PFPWX | Large Value | 5.25% | 65 | 0.650% | Below Average | Institutional | $100,000 | ||
| Parnassus Value Equity Investor | PARWX | Large Value | 4.53% | 53 | 0.880% | Average | No Load | $2,000 | ||
| Parnassus Fixed Income Institutional | PFPLX | Intermediate Core-Plus Bond | −3.03% | 60 | 0.390% | Below Average | Institutional | $100,000 | ||
| Parnassus Mid-Cap | PARMX | Mid-Cap Blend | 1.93% | 80 | 0.960% | Average | No Load | $2,000 | ||
| Parnassus Fixed-Income | PRFIX | Intermediate Core-Plus Bond | −3.07% | 69 | 0.580% | Average | No Load | $2,000 | ||
| Parnassus Mid Cap Growth Institutional | PFPRX | Mid-Cap Growth | 1.68% | 74 | 0.680% | Low | Institutional | $100,000 | ||
| Parnassus Mid Cap Growth Investor | PARNX | Mid-Cap Growth | 0.95% | 74 | 0.800% | Below Average | No Load | $2,000 | ||
| Parnassus Mid Cap Institutional | PFPMX | Mid-Cap Blend | 2.32% | 78 | 0.750% | Below Average | Institutional | $100,000 | ||
| Parnassus Growth Equity Institutional | PFPGX | Large Growth | — | 7.89% | 32 | 0.630% | Below Average | Institutional | $100,000 | |
| Parnassus Growth Equity Investor | PFGEX | Large Growth | — | 7.75% | 39 | 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 Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank