Presentations (17)
P A R N A S S U S F U N D S® ANNUAL REPORT â–ª DECEMBER 31, 2014 PARNASSUS FUNDS PARNX Parnassus Fund SM Parnassus Core Equity Fund – Investor Shares PRBLX Parnassus Core Equity Fund – Institutional Shares PRILX Parnassus Endeavor Fund PARWX Parnassus Mid Cap Fund PARMX SM SM SM PARSX Parnassus Small Cap Fund SM PAFSX Parnassus Asia...
PARNASSUS DIGEST March 2015 Green Bonds The Green Bond market has grown exponentially since its inception in 2008, providing investors with vehicles that both offer a return on capital and support environmental causes. As the market has grown, the number of issuers and the types of Green Bonds available to investors has grown as well. In this issue of the Parnassus Digest, Portfolio Manager...
PROSPECTUS MAY 1, 2015 P A R N A S S U S F U N D S® Parnassus Fund SM Investor Shares - PARNX Institutional Shares - PFPRX Parnassus Core Equity Fund SM Investor Shares - PRBLX Institutional Shares - PRILX Parnassus Endeavor Fund SM Investor Shares - PARWX Institutional Shares - PFPWX Parnassus Mid Cap Fund SM Investor Shares - PARMX Institutional Shares - PFPMX Parnassus...
PARNASSUS INVESTMENTS® PARNASSUS FUNDS® Parnassus FundSM Parnassus Core Equity FundSM Parnassus Endeavor FundSM Parnassus Mid Cap FundSM Parnassus Asia FundSM Parnassus Fixed Income FundSM PORTFOLIO MANAGEMENT EXECUTIVE TEAM Jerome L. Dodson President, Portfolio Manager Jerome L. Dodson is the Founder and President of Parnassus Investments. He is the lead Portfolio Manager of...
Parnassus Mid Cap Fund OVERALL MORNINGSTAR RATINGTM SM ï‚«ï‚«ï‚«ï‚«ï‚« Fourth Quarter 2015 All information, unless otherwise indicated, is as of 12/31/2015 Objective Overall rating out of 389 Mid-Cap Blend funds as of 12/31/2015. Total % Returns 3 Months YTD 1 Year 3 Years 5 Years 10 Years Since Inception 4/29/05 Parnassus Mid Cap Fund--Investor...
Parnassus Asia Fund SM Fourth Quarter 2015 All information, unless otherwise indicated, is as of 12/31/2015 Objective Capital appreciation Strategy The Parnassus Asia Fund invests with high conviction in approximately 40 holdings. The Fund focuses on identifying companies with: • Wide moats or strong competitive advantages that protect market share and profitability • ...
Parnassus Fixed Income Fund SM Fourth Quarter 2015 All information, unless otherwise indicated, is as of 12/31/2015 Objective Total % Returns 10 Years Since Inception 8/31/92 Since Inception 4/30/15 Gross Expense Ratio (a) Net Expense Ratio (a) 4.16 5.23 NA 0.78 0.68 2.33 4.17 NA -0.35 0.65 0.58 3.25 4.51 5.67 NA NA NA Preservation of capital and current income As of...
Parnassus Core Equity Fund OVERALL MORNINGSTAR RATINGTM SM ï‚«ï‚«ï‚«ï‚«ï‚« Overall rating out of 1,407 Large Blend funds as of 12/31/2015. Fourth Quarter 2015 All information, unless otherwise indicated, is as of 12/31/2015 Objective Total % Returns Capital appreciation 3 Months Strategy Parnassus Core Equity Fund - Investor Shares The Parnassus Core Equity Fund...
Parnassus Endeavor Fund OVERALL MORNINGSTAR RATINGTM SM ï‚«ï‚«ï‚«ï‚«ï‚« Fourth Quarter 2015 Overall rating out of 1,542 Large Growth funds as of 12/31/2015. All information, unless otherwise indicated, is as of 12/31/2015 Objective Total % Returns 10...
P A R N A S S U S F U N D S® QUARTERLY REPORT â–ª SEPTEMBER 30, 2015 PARNASSUS FUNDS Parnassus Fund SM Investor Shares Institutional Shares PARNX PFPRX Parnassus Core Equity Fund SM Investor Shares Institutional Shares PRBLX PRILX Parnassus Endeavor Fund SM Investor Shares Institutional Shares PARWX PFPWX Parnassus Mid Cap Fund SM Investor Shares Institutional...
PARNASSUS DIGEST NOVEMBER 2014 Parnassus Endeavor Fund Insight The Parnassus Endeavor Fund (PARWX) – one of the ï¬rst thematic Environmental, Social, and Governance (ESG) funds in the U.S. – turns 10 in 2015. Portfolio Manager Jerome L. Dodson and CoFounder of the Great Place to Work Institute Milton Moskowitz together proposed that companies with good workplaces...
Summer 2014 Winter 2013 The Value of ESG Analysis in Fixed Income Investing Introduction Responsible investing, which is the process of taking into consideration sustainable and ethical practices when deploying capital, has grown meaningfully over the past 15 years. According to the Forum for Sustainable and Responsible Investment, approximately $3.3 trillion of investment dollars were screened...
Summer 2014 Winter 2013 The Value of ESG Analysis in Fixed Income Investing Introduction Responsible investing, which is the process of taking into consideration sustainable and ethical practices when deploying capital, has grown meaningfully over the past 15 years. According to the Forum for Sustainable and Responsible Investment, approximately $3.3 trillion of investment dollars were screened...
