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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.

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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.