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Parnassus Value Equity Investor PARWX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Parnassus Investment Hub

Morningstar’s Analysis PARWX

Will PARWX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PARWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PARWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PARWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Moving in the right direction.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Parnassus Value Equity’s (formerly Parnassus Endeavor) managers have made sensible refinements, but it’s still taking shape.

by Stephen Welch
Rated on Published on

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