| 25.47 Net Asset Value | +0.75% 1 Day | +14.88% Year-to-Date | Overall Morningstar Rating |
| Large growth Style or Category | No Load Sales Expenses | 1.14% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +8.49% | 3 years | +15.30% | |
| 3 months | +8.67% | 5 years | +11.24% | |
| 1 year | +32.21% | Since inception | +9.88% |
| PARWX | Category | |
|---|---|---|
| Performance 5-yr return | +11.24% | +5.42% |
| Expense ratio | 1.14% | 1.28% |
| Risk 5 year sharpe ratio | 0.57 | 0.31 |
| Net assets | $331.4M | $2.0B |
| Average market cap | $22.3B | $42.9B |
| Average P/E | 18.3 | 19.8 |
| Portfolio turnover | 69% | 69% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Parnassus |
| Fund manager & tenure | Jerome Dodson / 8 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 24.41% |
| Telecommunication | 22.54% |
| Financial service | 11.25% |
| Consumer service | 10.26% |
| Industrial materials | 6.38% |
| AMAT Applied Materials, Inc. | 5.20% |
| EXPD Expeditors International of Washington, Inc. | 4.83% |
| COF Capital One Financial Corp | 4.75% |
| RVBD Riverbed Technology, Inc. | 4.66% |
| CHRW CH Robinson Worldwide, Inc. | 4.44% |
| INTC Intel Corp | 4.11% |
| SCHW Charles Schwab Corp | 3.80% |
| FHN First Horizon National Corp | 3.73% |
| WFC Wells Fargo & Co | 3.69% |
| GLW Corning Inc | 3.36% |
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