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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.

March 2015

Parnassus Fund (PARNX) Goes Fossil Free

As of February 18, 2015, the Parnassus Fund (PARNX) no longer invests in companies engaged in the extraction, exploration, production, manufacturing or refining of fossil fuels.

March 2015

Parnassus Investments Offering Institutional Share Class

On May 1, 2015, Parnassus Investments will offer an institutional share class for all of the Parnassus Funds. The Institutional class will carry a lower expense structure than the Funds’ Investor class.

February 2015

Parnassus Investments Prospectus Update and Fund Merger

Effective February 18, 2015, we will update the prospectus of the Parnassus Mid Cap Fund, adjusting the Fund’s definition of a mid-sized company. Concurrently, Parnassus Investments is pleased to announce that the Parnassus Small Cap Fund will be merged with the Parnassus Mid Cap Fund on or about May 1, 2015.

February 2015

Parnassus Fund added to Charles Schwab's Mutual Fund OneSource Select List™

The Parnassus Fund (PARNX) has been added to Charles Schwab’s Mutual Fund OneSource Select List™ for the first quarter of 2015.

February 2015

Ahlsten and Allen nominated for Morningstar's 2014 U.S. Domestic-Stock Fund Manager of the Year

Parnassus Investments Core Equity Fund Nominated for the Morningstar 2014 US Domestic-Stock Fund Manager of the Year

Performance data is not current for archived news and updates.

April 2015

USA Today – How firms treat workers is key to good investment

Jerome Dodson, Portfolio Manager of the Parnassus Endeavor Fund, discusses growth investing while incorporating ESG factors.

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.

Performance data is not current for archived Parnassus Fund Reports.

January 2015

Parnassus Funds Annual Report 12/31/14

The annual report for the Parnassus Funds reviews the performance for the fourth quarter of 2014.

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.

Performance data is not current for archived Parnassus Digests.

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. In this issue of the Parnassus Digest, Portfolio Manager Samantha D. Palm discusses the evolution of Green Bonds.

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.

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.