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Morningstar

Parnassus Core Equity Investor PRBLX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
48.29  /  2.88 %
Total Assets
23.6 Bil
Adj. Expense Ratio
0.820%
Expense Ratio
0.820%
Fee Level
Average
Longest Manager Tenure
21.43 years
Category
Large Blend
Investment Style
Large Growth
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.03%
Turnover
26%

Morningstar’s Fund Analysis PRBLX

Will PRBLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PRBLX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PRBLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PRBLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A steady performer.

Analyst

Summary

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Parnassus Core Equity isn't your typical large-blend Morningstar Category offering, but it is topnotch. Its two share classes earn a Morningstar Analyst Rating of Gold.

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