PARSX Rating, Research - Parnassus Small-Cap

Parnassus Small-Cap (parsx)

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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 = 16

Threats + Weaknesses = 9

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

Fund Management Team

Fund Description Update

Parnassus Small-Cap (PARSX) Description: PARSX is a mutual fund, which is an investment that owns a basket of assets. The PARSX 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 medium management tenure and is in the average fund size classification. PARSXs minimum initial investment amount is $2000 while the IRA minimum is $500. PARSXs expense ratio is roughly 1%. The latest PARSXs front end load was 0% and the back end load was 0%. The Parnassus Small-Cap (PARSX) mutual fund falls under the small mixed category. PARSX focuses its investments in USA and PARSX is not affiliated with a particular industry or fund sector. The Parnassus Small-Cap (PARSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PARSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PARSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in equities securities of small-, mid-, and micro-cap companies. It may invest up to 25% of assets in the securities of foreign issuers that it believes are trading significantly below its estimate of their current worth. The fund may give consideration to those companies that Royce believes have above-average growth prospects.

Management Analysis Update

Performance Analysis Update