PRBLX Rating, Research - Parnassus Equity Income - Inv

Parnassus Equity Income - Inv (prblx)

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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 = 130

Threats + Weaknesses = 91

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks current income and capital appreciation. The fund invests primarily in a diversified portfolio of equity securities (see equity research) which include common and preferred stock as well as convertible bonds. It invests at least 75% of total assets in equity securities (see equity research) that pay interest or dividends, and the remaining 25% in non-dividend-paying equity securities (see equity research), fixed-income securities and money-market instruments.

Management Analysis Update

Performance Analysis Update