parnassus investments core equity fund

Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. He is also responsible for portfolio management for the firm’s Core Equity strategy. This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors. * Dividend.com does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original principal cost. Retirement news, reports, video and more. Not sure where to start? The portfolio managers focus on high quality companies that may perform better than the market during downturns. Prior to joining the firm, Mr. Allen worked at Morgan Stanley in New York, first as an Investment Banking Analyst and later in the firm's venture capital group. He joined Parnassus Investments in 2005 as a Senior Research Analyst after serving as a Parnassus research intern. See fees data for Parnassus Core Equity Fund (PRBLX). Mr. Current performance may be lower or higher than the performance data quoted. Dividend stocks making payouts in the next 10 business days and have a history of rebounding in price shortly thereater. Parnassus Core Equity’s solid leadership and well-executed, time-tested approach earn a Morningstar Analyst Rating of Silver for both share classes. The Parnassus Core Equity Fund invests with low turnover and high conviction in approximately 40 holdings. He became Chief Investment Officer in 2008. Build conviction from in-depth coverage of the best dividend stocks. Parnassus Core Equity Fund $PRBLX has $2.99 BILLION invested in 3 companies involved in the prison industrial complex, amounting to 15% of fund assets Prior to March 31, 1998, the Parnassus Core Equity Fund was a balanced fund. The Parnassus Funds are distributed by Parnassus Funds Distributor, LLC. Deepen your understanding of Responsible Investing. He joined Parnassus Investments in 1995 as a Research Analyst after serving as a Parnassus research intern. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2001. Research information including fund fees, cost projections and minimum investments for Parnassus Core Equity Fund. Security holdings in the fund can vary significantly from broad market indexes. Equity securities include common and preferred stock. May 01, 2012. Performance data quoted represent past performance and are no guarantee of future returns. Find out how much your money can grow by using our Compounding Returns Calculator. Research information including asset allocation, sector weightings and top holdings for Parnassus Core Equity Fund. See holdings data for Parnassus Core Equity Fund (PRBLX). As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Because of the possibility of human or mechanical error by Mergent's sources, Mergent or others, Mergent does not guarantee the accuracy, adequacy, completeness, timeliness or availability or for the results obtained from the use of such information. For current quarter-end standardized performance and disclosure information, please click here. Reproduction of such information in any form is prohibited. Fixed income news, reports, video and more. Parnassus Core Equity Fund [PRBLX] ... DISCLAIMER: As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. Before investing, an investor should carefully consider the investment objectives, risks, charges and expenses of a fund and should carefully read the prospectus or summary prospectus, which contains this and other information and can be found in our Literature and Forms section or by calling (800) 999-3505. Mr. Allen is responsible for Parnassus’s long-term strategic direction, products and personnel. Monthly payments from Quarterly Payers ››. Todd Ahlsten is the Chief Investment Officer and lead Portfolio Manager of the Parnassus Core Equity Fund. As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Mr. Ahlsten has responsibility for portfolio management for the firm’s Core Equity strategy. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. Certain financial information included in Dividend.com is proprietary to Mergent, Inc. ("Mergent") Copyright © 2014. Hand picked by analysts based on Dividend.com rating system. Parnassus Core Equity Fund [PRBLX] He became Chief Investment Officer in 2008. Municipal bonds news, reports, video and more. Research our firm with FINRA's BrokerCheck. PRBLX | A complete Parnassus Core Equity Fund;Investor mutual fund overview by MarketWatch. Mr. Allen is responsible for Parnassus’s long-term strategic direction, products and personnel. He is also responsible for portfolio management for the firm’s Core Equity strategy. Make short-term dividend income. Analyze the Fund Parnassus Core Equity Fund - Investor Shares having Symbol PRBLX for type mutual-funds and perform research on other mutual funds. The Fund focuses on identifying companies with: • Wide moats or strong competitive advantages that protect market share and profitability • Relevancy over the long term, which provides a compounding growth component This site is intended for U.S. investors only and should not be considered a solicitation or offering to investors outside the U.S. Mr. Allen graduated Phi Beta Kappa and magna cum laude from Georgetown University with a bachelor's degree in government and completed the general course in philosophy at the London School of Economics. Click through to get more details on each issue. Benjamin Allen is the Chief Executive Officer of Parnassus Investments and Portfolio Manager of the Parnassus Core Equity Fund. Stay up to date with timely dividend news. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. Browse our guide to explore. He also oversees all of the firm’s strategies, including mentoring investment staff, managing investment risk and acting as final arbiter on ESG decisions. He received his master's degree in business administration from the University of California, Berkeley. Helpful articles on different dividend investing options and how to best save, invest, and spend your hard-earned money. Learn from industry thought leaders and expert market participants. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2001. Portfolio management news, reports, video and more. Please help us personalize your experience. For current quarter-end standardized performance and disclosure information, please click here. For current quarter-end standardized performance and disclosure information, please click here. Parnassus Core Equity Fund [PRBLX] All stock quotes on this website should be considered as having a 24-hour delay. In addition to large-cap companies, the Fund may invest in small- and/or mid-cap companies, which can be more volatile than large-cap firms. Learn more about mutual funds at fidelity.com. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. In 2008, Mr. Allen was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2012.

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