Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original principal cost. Parnassus Core Equity Fund [PRBLX] Click through to get more details on each issue. He joined Parnassus Investments in 1995 as a Research Analyst after serving as a Parnassus research intern. The Parnassus Core Equity Fund invests with low turnover and high conviction in approximately 40 holdings. Dividend stocks making payouts in the next 10 business days and have a history of rebounding in price shortly thereater. View mutual fund news, mutual fund market and mutual fund interest rates. Current performance information to the most recent month-end is available on the Parnassus website (www.parnassus.com). Mr. Allen is responsible for Parnassus’s long-term strategic direction, products and personnel. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. In addition to large-cap companies, the Fund may invest in small- and/or mid-cap companies, which can be more volatile than large-cap firms. Prior to March 31, 1998, the Parnassus Core Equity Fund was a balanced fund. Certain financial information included in Dividend.com is proprietary to Mergent, Inc. ("Mergent") Copyright © 2014. Portfolio management news, reports, video and more. The Parnassus Funds are distributed by Parnassus Funds Distributor, LLC. He became Chief Investment Officer in 2008. There are no assurances the Funds will meet their investment objectives and or that their ESG strategies will be successful. Monthly payments from Quarterly Payers ››. Parnassus Core Equity Fund [PRBLX] ... DISCLAIMER: As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. Reproduction of such information in any form is prohibited. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. For current quarter-end standardized performance and disclosure information, please click here. Parnassus Core Equity’s solid leadership and well-executed, time-tested approach earn a Morningstar Analyst Rating of Silver for both share classes. Click through to get more details on each issue. Retirement news, reports, video and more. Current performance may be lower or higher than the performance data quoted. For current quarter-end standardized performance and disclosure information, please click here. At least 75% of the fund's total assets will normally be invested in equity securities that pay interest or dividends. Helpful articles on different dividend investing options and how to best save, invest, and spend your hard-earned money. Prior to joining the firm, Mr. Allen worked at Morgan Stanley in New York, first as an Investment Banking Analyst and later in the firm's venture capital group. Build conviction from in-depth coverage of the best dividend stocks. This site is intended for U.S. investors only and should not be considered a solicitation or offering to investors outside the U.S. Municipal bonds news, reports, video and more. Analyze the Fund Parnassus Core Equity Fund - Investor Shares having Symbol PRBLX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com. All stock quotes on this website should be considered as having a 24-hour delay. Browse our guide to explore. Mr. Ahlsten received his bachelor's degree in business administration from the University of California, Berkeley with an emphasis in finance and accounting. He joined Parnassus Investments in 1995 as a Research Analyst after serving as a Parnassus research intern. Find out how much your money can grow by using our Compounding Returns Calculator. Mr. Ahlsten has responsibility for portfolio management for the firm’s Core Equity strategy. Learn from industry thought leaders and expert market participants. American Funds Washington Mutual Investors Fund, American Funds The Investment Company of America®, Vanguard Dividend Appreciation Index Fund, Critical Facts You Need to Know About Preferred Stocks, Earn More With Dividend Stocks Than With Annuities for Your Retirement. Research our firm with FINRA's BrokerCheck. He joined Parnassus Investments in 2005 as a Senior Research Analyst after serving as a Parnassus research intern. Because of the possibility of human or mechanical error by Mergent's sources, Mergent or others, Mergent does not guarantee the accuracy, adequacy, completeness, timeliness or availability or for the results obtained from the use of such information. The Parnassus Core Equity Fund is a U.S. large cap fund that aims to capture more of the … He became Chief Investment Officer in 2008. Higher turnover means higher trading fees. Benjamin Allen is the Chief Executive Officer of Parnassus Investments and Portfolio Manager of the Parnassus Core Equity Fund. Practice management news, reports, video and more. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. The portfolio managers focus on high quality companies that may perform better than the market during downturns. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. Deepen your understanding of Responsible Investing. See fees data for Parnassus Core Equity Fund (PRBLX). In 2008, Mr. Allen was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2012. Mr. Allen graduated Phi Beta Kappa and magna cum laude from Georgetown University with a bachelor's degree in government and completed the general course in philosophy at the London School of Economics. Security holdings in the fund can vary significantly from broad market indexes. Parnassus Core Equity Fund [PRBLX] Performance data quoted represent past performance and are no guarantee of future returns. Parnassus Core Equity Fund $PRBLX has $2.99 BILLION invested in 3 companies involved in the prison industrial complex, amounting to 15% of fund assets Please help us personalize your experience. Fixed income news, reports, video and more. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2001. See holdings data for Parnassus Core Equity Fund (PRBLX). As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Stay up to date with timely dividend news. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2001. Enhance retirement outcomes with helpful tactics. The Parnassus Core Equity Fund, while categorized as a large-cap growth fund, specializes in socially responsible investments. He also oversees all of the firm’s strategies, including mentoring investment staff, managing investment risk and acting as final arbiter on ESG decisions. Not sure where to start? * Dividend.com does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security. The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. For current quarter-end standardized performance and disclosure information, please click here. Compare PRBLX to Popular U.S. Large-Cap Blend Equity Funds, Compare PRBLX to Popular U.S. Large-Cap Blend Equity ETFs. For current quarter-end standardized performance and disclosure information, please click here. Benjamin Allen is the Chief Executive Officer of Parnassus Investments and Portfolio Manager of the Parnassus Core Equity Fund.

parnassus investments core equity fund

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