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Parnassus Core Equity Institutional PRILX

Medalist Rating as of | See Parnassus Investment Hub
  • NAV / 1-Day Return 52.78  /  0.38 %
  • Total Assets 26.8 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.71%
  • Turnover 40%

Morningstar’s Analysis PRILX

Will PRILX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid risk-averse option.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Seasoned leadership and a differentiated approach make Parnassus Core Equity a topnotch option within the large-blend Morningstar Category.

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Portfolio Holdings PRILX

  • Current Portfolio Date
  • Equity Holdings 40
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 41.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.98
1,746,123,112
Technology
5.26
1,314,940,530
Communication Services
4.54
1,136,946,188
Technology
3.85
963,523,296
Technology
3.73
933,634,273
Technology
3.63
908,868,280
Financial Services
3.48
870,655,638
Basic Materials
3.39
847,409,408
Industrials
3.35
837,012,561
Financial Services
3.03
758,688,483
Financial Services