Senior research analyst Andrew Choi became a member of Parnassus Core Equity’s management team on Jan. 1, 2022. He joins firm and fund-manager veterans Todd Ahlsten and Ben Allen. His addition doesn’t alter the strategy’s Morningstar Analyst Ratings of Gold or Silver across its share classes, depending on fees.
Will PRBLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of PRBLX’s parent organization’s priorities and whether they’re in line with investors’ interests.