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Morningstar

Parnassus Core Equity Institutional PRILX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 49.40  /  0.04 %
  • Total Assets 25.0 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 26%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis PRILX

Will PRILX 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 PRILX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PRILX 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 PRILX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A steady performer.

Senior Analyst

Summary

| by Stephen Welch

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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