Parnassus Core Equity Investor (PRBLX)
* As of 31-Mar-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.88%|
Performance & Risk
|5y Avg Return:||12.10%|
|Rank in Category (ytd):||13|
|% Rank in Category (ytd):||0.79%|
|Morningstar Risk Rating:||1|
The investment seeks to achieve both capital appreciation and current income.
The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. At least 75% of the fund's total assets will normally be invested in equity securities that pay interest or dividends. View More