PARWX Mutual Fund
PARWX Mutual Fund
Parnassus Value Equity Fund Investor Shares
PARWX Mutual Fund Overview
PARWX Mutual Fund (Parnassus Value Equity Fund Investor Shares) is managed by Parnassus Funds. PARWX expense ratio is 0.88%, holding 46 positions across sectors including Financials, Information Technology, Unknown. Inception date: 2005-04-29.
PARWX performance shows a YTD return of 14.97%. The 1-year return is 31.40% and the 5-year return is 9.14%. PARWX dividend yield stands at 10.47%, paid annually.
PARWX top holdings include Amazon.Com Inc (5.1%), 'alphabet Inc., Class 'a'' (4.4%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Bank Of New York Mellon (3.5%), Jp Morgan Chase & Co (3.4%). View all PARWX holdings, sector breakdown, or dividend history.
PARWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PARWX alternatives are available via the screener, along with tax-loss harvesting opportunities.