Our Firm

Vision Magazine – Priceless Returns for Society

Benjamin E. Allen, Parnassus Investments CEO and Parnassus Core Equity Fund Portfolio Manager writes about Parnassus’ history of ESG investing and its approach for delivering principles and performance.

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



As of 09/30/2018, Alphabet Class A and C shares represented 4.7% of TNA of the Parnassus Core Equity Fund, 3.2% of TNA of the Parnassus Endeavor Fund, 1.6% of TNA of the Parnassus Fixed Income Fund and 3.6% of TNA of the Parnassus Fund. The Walt Disney Co. represented 4.6% of TNA of the Parnassus Core Equity Fund and 1.7% of TNA of the Parnassus Fixed Income Fund. CVS represented 5.3% of TNA of the Parnassus Core Equity Fund, 5.5% of TNA of the Parnassus Endeavor Fund, 1.8% of TNA of the Parnassus Fixed Income Fund and 5.3% of TNA of the Parnassus Fund. American Express represented 3.3% of TNA of the Parnassus Core Equity Fund and 3.7% of TNA of the Parnassus Endeavor Fund. Starbucks represented 2.9% of TNA of the Parnassus Core Equity Fund, 3.3% of TNA of the Parnassus Endeavor Fund, 2.0% of TNA of the Parnassus Fixed Income Fund and 2.7% of TNA of the Parnassus Fund.