Parnassus Core Equity’s solid leadership and well-executed, time-tested approach earn a Morningstar Analyst Rating of Silver for both share classes.
Parnassus Core Equity Institutional PRILX
NAV / 1-Day Return
63.49
/
1.10
%
Total Assets
29.6 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.620%
Expense Ratio
0.620%
Fee Level
Below Average
Longest Manager Tenure
20.23
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
100,000
Status
Open
TTM Yield
0.54%
Turnover
37%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Continues to deliver.
