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Parnassus Core Equity Fund - Investor Shares (PRBLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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64.800.00 (0.00%)
At close: 8:01PM EDT

Parnassus Core Equity Fund - Investor Shares

Parnassus Income Funds

1 Market Street,Suite 1600

San Francisco, CA 94105

Management Information
Todd C. Ahlsten,Lead Manager since April 30, 2001
Todd Ahlsten is the Chief Investment Officer and lead Portfolio Manager of the Parnassus Core Equity Fund. Mr. Ahlsten has responsibility for portfolio management for the firm’s Core Equity strategy. He also oversees all of the firm’s strategies, including mentoring investment staff, managing investment risk and acting as final arbiter on ESG decisions. He joined Parnassus Investments in 1995 as a Research Analyst after serving as a Parnassus research intern. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2001. He became Chief Investment Officer in 2008. Mr. Ahlsten received his bachelor's degree in business administration from the University of California, Berkeley with an emphasis in finance and accounting.
Morningstar Style Box
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Morningstar Category
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Fund Overview

CategoryLarge Blend
Fund FamilyParnassus
Net Assets28.45B
YTD Return18.79%
Morningstar Rating★★★★★
Inception DateAug 30, 1992

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover37.15%
Average for CategoryN/A

Fees & Expenses

ExpensePRBLXCategory Average
Annual Report Expense Ratio (net)0.84%0.83%
Prospectus Net Expense Ratio0.84%N/A
Prospectus Gross Expense Ratio0.84%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.16%
Max Deferred Sales LoadN/A1.31%
3 Yr Expense Projection268N/A
5 Yr Expense Projection466N/A
10 Yr Expense Projection1,037N/A