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News & Updates

The latest from us at Parnassus Investments. Subscribe to these highlights by using an RSS feed.

Performance data is not current for archived press releases.

June 2014

Parnassus Small Cap Fund and Parnassus Asia Fund Manager Updates

Parnassus Investments announces the promotions of two members of the investment team effective July 1, 2014

April 2014

Parnassus Investments Addressing Demand for Fossil Fuel Free Investment Options

Effective May 1, 2014, the Parnassus Workplace Fund (Ticker: PARWX) will no longer invest in companies engaged in the extraction, exploration, production, manufacturing or refining of fossil fuels.

April 2014

Name Changes to Two Parnassus Funds

Effective May 1st, 2014, the Parnassus Equity Income Fund will be renamed the Parnassus Core Equity Fund, and the Parnassus Workplace Fund will be renamed the Parnassus Endeavor Fund.

April 2014

Matthew D. Gershuny promoted to Director of Research

Matthew D. Gershuny promoted to Director of Research

January 2014

Parnassus Funds Announces Changes in Board of Trustees

Parnassus Funds Announces Changes in Board of Trustees

Performance data is not current for archived news and updates.

September 2014

Barron’s – Parnassus Core Equity: The Do-Good Portfolio

Todd Ahlsten and Ben Allen discuss their approach to investing with Barron’s.

June 2014

Kiplinger – Parnassus Mid Cap Fund Joins Top 25 List

The Parnassus Mid Cap Fund joins the Kiplinger 25, a list of Kiplinger's favorite no-load funds.

December 2013

Kiplinger – The Five Best Stock Funds for 2014

The Parnassus Equity Income Fund is highlighted as one of the Five Best Stock Funds for 2014 by Steven Goldberg.

September 2013

GreenMoney Journal – Op-Ed by Jerome Dodson

In this op-ed for the Green Money Journal, Jerome Dodson discusses what qualities make the Parnassus Workplace Fund and Parnassus Asia Fund unique investment options.

August 2013

Kiplinger - The Best Socially Responsible Fund?

“Whether or not you inject social and political matters into your investment decisions, you’ll find Parnassus Equity Income appealing.” Steven Goldberg – Kiplinger

Performance data is not current for archived Parnassus Fund Reports.

November 2014

Parnassus Funds Quarterly Report 9/30/14

The quarterly report for the Parnassus Funds reviews the performance for the third quarter of 2014.

July 2014

Parnassus Funds Semiannual Report 6/30/14

The semiannual report for the Parnassus Funds reviews the performance for the second quarter of 2014.

April 2014

Parnassus Funds Quarterly Report 3/31/14

The quarterly report for the Parnassus Funds reviews the performance for the first quarter of 2014.

February 2014

Parnassus Funds Annual Report 12/31/13

The annual report for the Parnassus Funds reviews the performance for the fourth quarter of 2013.

November 2013

Parnassus Funds Quarterly Report 9/30/13

The semiannual report for the Parnassus Funds reviews the performance for the third quarter of 2013.

Performance data is not current for archived Parnassus Digests.

November 2014

Parnassus Endeavor Fund Insight

The Parnassus Endeavor Fund (PARWX) – one of the first thematic Environmental, Social, and Governance (ESG) funds in the U.S. – turns 10 in 2015. In this Parnassus Digest, Maria Kamin, ESG Research Manager, discusses the fossil-fuel free screen that was added to the strategy and the importance of good workplaces as part of the investment philosophy.

July 2014

Parnassus Small Cap Fund Insight – Q&A with Ryan S. Wilsey

On July 1, 2014, Mr. Wilsey became sole Portfolio Manager of the Parnassus Small Cap Fund. In this issue of the Parnassus Digest, Mr. Wilsey reviews the Fund’s investment strategy and answers questions he has recently received from investors.

May 2014

The Water Industry - The Case for Pentair and Xylem

In this issue of the Parnassus Digest, Senior Research Analyst Minh T. Bui discusses two companies that provide equipment and services necessary to address the growth of the water industry.

January 2014

The Evolution of the Parnassus Fixed-Income Fund and Opportunities for 2014

In this Parnassus Digest, Samantha will discuss changes in the fixed-income market and in the Parnassus Fixed-Income Fund, as well as opportunities in this market for the future.

November 2013

Addressing Carbon in Equities

In this Parnassus Digest, Maria Kamin, ESG Research Manager, discusses how Parnassus Investments approaches carbon in its portfolios.

Performance data is not current for archived white papers.

July 2014

The Value of ESG Analysis in Fixed Income Investing

Portfolio Manager Samantha Palm discusses the importance of incorporating ESG analysis into fixed income investing.

January 2014

A Return to Traditional Asset Allocation

This paper explores the changes in the post-recession fixed-income market and what investors should consider as they reposition their portfolios for the upcoming year and beyond.