PRILX Rating, Research - Parnassus Equity Income - Inst

Parnassus Equity Income - Inst (prilx)

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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 = 129

Threats + Weaknesses = 91

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

Fund Management Team

Fund Description Update

Parnassus Equity Income - Inst (PRILX) Description: PRILX is a mutual fund, which is an investment that owns a basket of assets. The PRILX 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. PRILXs minimum initial investment amount is $100000 while the IRA minimum is $100000. PRILXs expense ratio is roughly 1%. The latest PRILXs front end load was 0% and the back end load was 0%. The Parnassus Equity Income - Inst (PRILX) mutual fund falls under the large-cap mixed category. PRILX focuses its investments in USA and PRILX is not affiliated with a particular industry or fund sector. The Parnassus Equity Income - Inst (PRILX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PRILXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PRILXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth and current income is a secondary consideration. The fund invests primarily in common stocks (see stock research) and common stock equivalents, such as preferred stocks (see stock research) and securities convertible into common stocks (see stock research), of companies the portfolio managers believe are undervalued in the marketplace. It may invest up to 25% of assets in securities of foreign issuers.

Management Analysis Update

Parnassus Equity Income - Inst's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update