Parnassus Core Equity Investor (PRBLX)
* As of 30-Jun-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.87%|
Performance & Risk
|5y Avg Return:||18.24%|
|Rank in Category (ytd):||9|
|% Rank in Category (ytd):||0.55%|
|Morningstar Risk Rating:||1|
The investment seeks to achieve both capital appreciation and current income.
The Parnassus Core Equity 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