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Parnassus Value Equity Fund Institutional Shares (PFPWX)

US Funds

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59.04 +0.50 +0.85%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 1.82B

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 Change22.37%

Prev. Close58.54

Risk Rating

TTM Yield1.26%

ROE25.14%

IssuerParnassus

Turnover9.77%

ROA7.14%

Inception Date42124

Total Assets1.82B

Expenses0.65%

Min. Investment100,000

Market Cap103.1B

CategoryLarge Value

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Parnassus Value Equity Fund Institutional Shares Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

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	1117	1016	1301	1151	1966	-
Fund Return	11.65%	1.62%	30.15%	4.81%	14.48%	-
Place in category	985	903	561	959	28	-
% in Category	85	75	50	89	3	-

Top Equity Funds by Parnassus

Name	Total Assets	YTD%	3Y%	10Y%
Parnassus Core Equity Institutional	16.66B	16.22	7.49	12.32
Parnassus Core Equity Investor	13.91B	16.05	7.27	12.09
Parnassus Endeavor Investor	3.32B	11.44	4.57	12.83
Parnassus Mid Cap Institutional	1.77B	12.72	1.40	-
Parnassus Mid-Cap	1.41B	12.51	1.19	8.20

Top Funds for Large Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Dodge & Cox Stock	68B	15.98	8.60	11.25
Vanguard Equity-Income Adm	53.42B	15.14	8.73	10.28
Vanguard Windsor II Admiral	49.3B	14.13	7.13	10.64
American Funds American Mutual A	42.31B	16.17	8.16	9.70
Vanguard Value Index Adm	38.02B	17.31	9.16	10.42

Top Holdings

Name	ISIN	Weight %	Last	Change %
Oracle	US68389X1054	3.32	192.29	-0.07%
S&P Global	US78409V1044	3.32	514.46	+0.60%
Sysco	US8718291078	3.11	75.79	+0.95%
CBRE A	US12504L1098	3.07	135.43	+2.87%
Bank of America	US0605051046	3.07	47.00	+1.16%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Parnassus Endeavo.	59.04	+0.50	+0.85%