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    Parnassus Core Equity Institutional (PRILX)

    41.09 Down 0.05(0.12%) Jul 31
    Prev Close:41.14
    YTD Return*:-1.08%
    Net Assets*:11.88B
    Yield*:1.65%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for PRILX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    DHR4.39N/A
    PNR3.75N/A
    MDLZ3.70N/A
    MSI3.70N/A
    EBAY3.40N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:11.88B
    Category:Large Blend
    Annual Report Expense Ratio (net):0.67%

    Performance & Risk

    YTD Return:-1.08%
    5y Avg Return:16.50%
    Rank in Category (ytd):89
    % Rank in Category (ytd):5.34%
    Beta (3y):0.96
    Morningstar Risk Rating:2

    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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