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Parnassus

 

 

About Our Company

Parnassus Investments is an independent and employee-owned investment management company based in San Francisco, CA. The firm seeks to invest in good businesses that have sustainable competitive advantages, increasingly relevant products or services, quality management teams and ethical business practices. We believe the most attractive opportunities for investments arise when companies with good business fundamentals become temporarily undervalued. Our goal is to provide value to our shareholders by generating attractive risk-adjusted returns over the long-term. The firm was founded in 1984, and currently manages five fundamental, domestic, core equity funds across multiple market capitalizations, and one intermediate government/credit fixed-income fund. Our institutional offerings are primarily tailored to corporate, public and Taft-Hartley plans, foundations and endowments, as well as healthcare, educational, religious and charitable organizations. Assets under management have grown to $5.8 billion (as of March 31, 2011).

Product Suite

Fact Sheets, Prospectus, SAI, & Quarterly Reports

(as of 3/31/2011)

 

Fund

Ticker

Asset
Category

Morningstar Rating


 

Parnassus Equity
Income Fund

 

 


 

Investor Shares

PRBLX

Large Cap Core

5 Star

 

Institutional Shares

PRILX

5 Star

 

 

 

Parnassus
Mid-Cap Fund

PARMX

Mid Cap Core 

5 Star

 

 

 

Parnassus
Small-Cap Fund

PARSX

Small Cap Core

5 Star

 

 

 

Parnassus Fund

PARNX

Multi Cap Core

4 Star

 

 

 

Parnassus
Workplace Fund

PARWX

Specialty Multi Cap Core

5 Star

 

 

 

Parnassus
Fixed-Income Fund

PRFIX

Intermediate
Term Bond

4 Star

 
         

5-Step Investment Process

5-Step Process

 

 

FOR FINANCIAL PROFESSIONAL USE ONLY

Contacts

Grant T. Cleghorn
Director of Institutional
Sales & Marketing
Office: (415) 778-2646
Email:
grant.cleghorn@parnassus.com

News & Updates

 

 


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