Parnassus Endeavor benefits from a veteran lead manager, but concerns about succession and the strategy's high-risk approach result in a Morningstar Analyst Rating of Neutral for both its share classes.
Will PFPWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PFPWX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PFPWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PFPWX’s parent organization’s priorities and whether they’re in line with investors’ interests.