Seasoned leadership and a differentiated approach make Parnassus Core Equity a topnotch option within the large-blend Morningstar Category.
- NAV / 1-Day Return 52.34 / 0.39 %
- Total Assets 25.5 Bil
-
Adj. Expense Ratio
- 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 0.70%
- Turnover 40%
Morningstar’s Analysis PRILX
Will PRILX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 40
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 40.8