|Net Assets||2.47 Bil|
|Morningstar Return||Above Average|
- Last NAV update 7/30/2014 4:00 PM ET
|The investment seeks to achieve both capital appreciation and current income. The Parnassus Core Equity Fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. At least 75% of the fund's total assets will normally be invested in equity securities that pay interest or dividends.|
- Year to date performance as of 7/30/2014 12:00 AM ET
|Fund Manager||Todd Ahlsten|
|Minimum Initial Purchase||100,000.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 7/30/2014 12:00 AM ET
|Net Assets||2.47 Bil||1.04 Bil|
|Avg Market Cap||28.75 Bil||100.34 Bil|
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.