Our Firm

Kiplinger's — Investing with a Conscience

Kiplinger’s writes that Parnassus “has dazzled investors with its returns while investing with a social conscience” in this in-depth feature about the firm, its leadership and its funds.

See the full story.

For current quarter-end standardized performance and disclosure information, please click here.

As of 03/31/2017, percentage of the Parnassus Fund represented by the companies in this article are as follows: GILD is 4.2%, MSI is 4.5%, WFC is 2.9%, WFM is 1.8% of TNA. Percentage of the Parnassus Core Equity Fund represented by the companies in this article are as follows: GILD is 4.8%, MSI is 3.1%, VFC is 3.0% and WFC is 3.9% of TNA. Percentage of the Parnassus Endeavor Fund represented by the companies in this article are as follows: GILD is 8.2%, VFC is 4.7%, WFC is 2.8%, and WFM is 4.2% of TNA. Percentage of the Parnassus Mid Cap Fund represented by the companies in this article are as follows: FTV is 2.7%, MSI is 4.0%, VFC is 2.9% and WFC is 2.4% of TNA. Percentage of the Parnassus Asia Fund represented by the companies in this article are as follows: GILD is 4.7% of TNA. Percentage of the Parnassus Fixed Income Fund represented by the companies in this article are as follows: GILD is 0.9%, VFC is 1.9%, WFC is 1.8% and WFM is 1.4% of TNA.

The source for the claim, “Parnasssus Core Equity (symbol PRBLX)...beat its peers in nine of 10 calendar years through 2016 and did so with less volatility” is Morningstar. The Fund’s annual performance and standard deviation was evaluated from 1/1/2007 - 12/31/2016 against all US Large Blend funds followed by Morningstar.