| 34.37 Net Asset Value | -0.15% 1 Day | +17.71% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.90% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +5.64% | 3 years | +16.99% | |
| 3 months | +9.27% | 5 years | +8.60% | |
| 1 year | +33.39% | Since inception | +10.38% |
| PRBLX | Category | |
|---|---|---|
| Performance 5-yr return | +8.60% | +4.80% |
| Expense ratio | 0.90% | 1.17% |
| Risk 5 year sharpe ratio | 0.55 | 0.30 |
| Net assets | $6.1B | $2.7B |
| Average market cap | $23.6B | $57.0B |
| Average P/E | 20.7 | 16.4 |
| Portfolio turnover | 24% | 24% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Parnassus |
| Fund manager & tenure | Todd Ahlsten / 12 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 18.54% |
| Industrial materials | 16.59% |
| Telecommunication | 11.46% |
| Healthcare | 10.52% |
| Energy | 10.21% |
| PG Procter & Gamble Co | 4.19% |
| PEP PepsiCo Inc | 4.17% |
| AMAT Applied Materials, Inc. | 4.15% |
| AAPL Apple Inc | 3.61% |
| GOOG Google, Inc. Class A | 3.36% |
| STR Questar Corp | 3.31% |
| WM Waste Management Inc | 3.14% |
| SCHW Charles Schwab Corp | 3.10% |
| TFX Teleflex Inc. | 3.03% |
| IRM Iron Mountain Inc | 3.02% |
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