PARWX Mutual Fund

PARWX Mutual Fund (Parnassus Value Equity Fund Investor Shares) is managed by Parnassus Funds. PARWX expense ratio is 0.88%, holding 47 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2005-04-29.

PARWX performance shows a YTD return of 17.13%. The 1-year return is 29.19% and the 5-year return is 9.47%. PARWX dividend yield stands at 10.37%, paid annually.

PARWX top holdings include Amazon.Com Inc (5.1%), Alphabet Inc Common Stock USD 0.001 (4.4%), Microsoft Corp (3.6%), Bank Of New York Mellon Corp (3.5%), Jpmorgan Chase (3.4%). Go to all PARWX holdings, PARWX sectors, or PARWX dividends.

PARWX can be compared against other funds. Use PARWX overlap to find shared positions, or PARWX vs another fund for a side-by-side view. PARWX alternatives are available via the screener, along with tax-loss harvesting opportunities.