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Parnassus Value Equity Fund Institutional Shares (PFPWX)

US Funds

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53.46 +0.42 +0.79%

24/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.74B

Type: Fund

Market: United States

Issuer: Parnassus

Asset Class: Equity

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PFPWX Overview

Find basic information about the Parnassus Value Equity Fund Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PFPWX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change5.32%

Prev. Close53.04

Risk Rating

TTM Yield1.19%

ROE23.84%

IssuerParnassus

Turnover9.77%

ROA7.12%

Inception Date42124

Total Assets1.74B

Expenses0.65%

Min. Investment100,000

Market Cap113.5B

CategoryLarge Value

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Parnassus Value Equity Fund Institutional Shares Analysis

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EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1186	1068	1262	1256	2020	-
Fund Return	18.62%	6.77%	26.19%	7.89%	15.1%	-
Place in category	892	369	742	947	30	-
% in Category	78	29	67	87	4	-

Top Equity Funds by Parnassus

Name	Total Assets	YTD%	3Y%	10Y%
Parnassus Core Equity Institutional	16.12B	22.91	9.42	12.68
Parnassus Core Equity Investor	13.68B	22.69	9.19	12.44
Parnassus Endeavor Investor	3.18B	18.36	7.64	12.94
Parnassus Mid Cap Institutional	1.61B	19.88	3.91	-
Parnassus Mid-Cap	1.29B	19.65	3.69	8.62

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	70.82B	22.10	11.98	11.55
Vanguard Equity-Income Adm	55.74B	20.82	11.53	10.54
Vanguard Windsor II Admiral	51B	19.09	9.58	10.82
American Funds American Mutual A	41.02B	20.22	10.11	9.79
Vanguard Value Index Adm	39.97B	23.79	12.28	10.75

Top Holdings

Name	ISIN	Weight %	Last	Change %
S&P Global	US78409V1044	3.41	504.75	+1.30%
Bank of America	US0605051046	3.30	44.38	+1.12%
Deere&Company	US2441991054	3.12	432.84	+0.11%
CBRE A	US12504L1098	3.11	131.92	+1.08%
Sysco	US8718291078	3.02	77.53	+0.83%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Sell	Buy
Technical Indicators	Strong Sell	Strong Sell	Strong Buy
Summary	Strong Sell	Strong Sell	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Parnassus Endeavo.	53.46	+0.42	+0.79%