Forms & Documents

Forms & Documents

Fund Name Symbol Fact
Sheet
Prospectus SAI Quarterly
Commentary

3/31/2014
Quarterly
Report

3/31/2014
Parnassus Fund PARNX PDF Summary | Full PDF HTML PDF
Parnassus Core Equity Fund PRBLX PDF Summary | Full PDF HTML PDF
Parnassus Endeavor Fund PARWX PDF Summary | Full PDF HTML PDF
Parnassus Mid Cap Fund PARMX PDF Summary | Full PDF HTML PDF
Parnassus Small Cap Fund PARSX PDF Summary | Full PDF HTML PDF
Parnassus Asia Fund PAFSX PDF Summary | Full PDF HTML PDF
Parnassus Fixed Income Fund PRFIX PDF Summary | Full PDF HTML PDF

More Fund Documents

About XBRL files

You will need special software to read XBRL filings. To download the special Interactive Data Viewer needed to read XBRL files, please go to the SEC's website at xbrl.sec.gov. (The Funds' XBRL filings are also available there.) The XBRL filing comprises sections taken from the Funds' prospectus regarding objectives, fees and expenses, investments, risks, and performance. These files do not include all the information contained in the prospectus or summary prospectuses, which are available on this website.

Type Description
New Account Application New account form for Individual, Joint, UGMA, Trust, and Corporate accounts.
Subsequent Investment Slips Subsequent additional investments.
Parnassus Automatic Investment Plan Invest money on a set periodic basis with Parnassus.
Redemption Request Form Redemptions requests for non-IRA accounts.
Transfer on Death Registration Designating beneficiaries for your non-IRA account.
Change of Address Form Change of Address may also be submitted online from the Update Your Information page after logging in to your account.
Cost Basis Method Cost basis disposition method for share redemptions.
Type Description
1099-DIV Instructions Tax form instructions for Income Dividend and Capital Gain Distributions.
1099-B Instructions Tax form instructions for non-retirement account redemptions.
1099-R Instructions Tax form instructions for retirement account redemptions.
1042-S Instructions Tax form instructions for non resident alien accounts.
5498 Instructions Tax form instructions for IRA accounts.
Shareholder 2013 Tax Letter Shareholder letter with year-end distribution rates and definitions.
Supplemental Tax Information Percentage of Direct Obligation and Agency Income

 

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