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    Parnassus Core Equity Investor (PRBLX)

    37.62 Up 0.25(0.67%) May 2
    Prev Close:37.62
    YTD Return*:2.59%
    Net Assets*:12.56B
    Yield*:2.09%

    * As of 31-Mar-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    DHR4.59N/A
    MDLZ3.40N/A
    GILD3.27N/A
    XYL3.22N/A
    INTC3.20N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:12.56B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.88%

    Performance & Risk

    YTD Return:2.59%
    5y Avg Return:12.10%
    Rank in Category (ytd):13
    % Rank in Category (ytd):0.79%
    Beta (3y):0.89
    Morningstar Risk Rating:1

    Fund Summary

    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
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