PARNX Rating, Research - Parnassus

Parnassus (parnx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 91

Threats + Weaknesses = 57

When strengths & opportunities substantially exceed threats & weaknesses an investment in the parnx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Parnassus (PARNX) Description: PARNX is a mutual fund, which is an investment that owns a basket of assets. The PARNX mutual fund was provided by Parnassus and this investment vehicle derives the majority of its value from equity holdings (stocks). Parnassuss mutual fund has a long management tenure and is in the average fund size classification. PARNXs minimum initial investment amount is $2000 while the IRA minimum is $500. PARNXs expense ratio is roughly 1%. The latest PARNXs front end load was 0% and the back end load was 0%. The Parnassus (PARNX) mutual fund falls under the large-cap growth category. PARNX focuses its investments in USA and PARNX is not affiliated with a particular industry or fund sector. The Parnassus (PARNX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PARNXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PARNXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities (see equity research) of the types of companies positioned to benefit from the growth of the Internet. It may lend securities with a value of up to 33 1/3% of the total assets (including the loan collateral) to qualified institutions. The fund may invest up to 25% of total assets in foreign securities. There is no limit on the market capitalization of the companies in which the fund may invest, or on the length of operating history for the companies. The fund may invest without limit in initial public offerings (IPOs).

Management Analysis Update

Performance Analysis Update