Parnassus Mutual Funds List
Here you can find all mutual funds issued by Parnassus and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 0.81%
- Avg. 1 Year Return
- 13.82%
- Avg. 5 Year Return
- 7.02%
- Median Risk/Return Score
- 20 / 100
Parnassus Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Parnassus Mid Cap Fund | Mid Cap Blend Equities | Apr 29, 2005 | 0.96% | 6.92% | 8.60% | 9.58% | 21 | ||||||||
| Parnassus Mid Cap Growth Fund | Mid Cap Growth Equities | Dec 27, 1984 | 0.80% | 4.49% | 9.18% | 16.61% | 12 | ||||||||
| Parnassus Endeavor Fund | Large Cap Value Equities | Apr 29, 2005 | 0.88% | 16.18% | 14.90% | 10.45% | 88 | ||||||||
| Parnassus Core Equity Fund Investor Shares | Large Cap Blend Equities | Aug 31, 1992 | 0.81% | 7.76% | 13.50% | 17.66% | 20 | ||||||||
| Parnassus Core Equity Institutional Shares | Large Cap Blend Equities | — | 0.61% | 7.88% | 13.74% | 17.73% | 20 |
Explore top Parnassus Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Parnassus Mutual funds by Risk/Return Score
The top Parnassus Mutual funds by PortfoliosLab Risk/Return Score are PARWX (88) and PARMX (21).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Parnassus Endeavor Fund | 88 | — | Apr 2005 | |
| Parnassus Mid Cap Fund | 21 | — | Apr 2005 | |
| Parnassus Core Equity Institutional Shares | 20 | — | — | |
| Parnassus Core Equity Fund Investor Shares | 20 | — | Aug 1992 | |
| Parnassus Mid Cap Growth Fund | 12 | — | Dec 1984 |
Best-Performing Parnassus Mutual funds Over 5 Years
The top Parnassus Mutual funds is PARWX (9.69%).
Across the lineup, Parnassus Mutual funds show an average 1-year return of 13.82% and an average 5-year return of 7.02%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Parnassus Endeavor Fund | 9.69% | — | Apr 2005 | |
| Parnassus Core Equity Institutional Shares | 9.51% | — | — | |
| Parnassus Core Equity Fund Investor Shares | 9.28% | — | Aug 1992 | |
| Parnassus Mid Cap Fund | 4.19% | — | Apr 2005 | |
| Parnassus Mid Cap Growth Fund | 2.41% | — | Dec 1984 |
Lowest-Cost Parnassus Mutual funds
The top Parnassus Mutual funds is PRILX (0.61%).
With an average expense ratio of 0.81%, Parnassus Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Parnassus Core Equity Institutional Shares | 0.61% | — | — | |
| Parnassus Mid Cap Growth Fund | 0.80% | — | Dec 1984 | |
| Parnassus Core Equity Fund Investor Shares | 0.81% | — | Aug 1992 | |
| Parnassus Endeavor Fund | 0.88% | — | Apr 2005 | |
| Parnassus Mid Cap Fund | 0.96% | — | Apr 2005 |
Highest-Yield Parnassus Mutual funds
The top Parnassus Mutual funds is PRILX (17.73%).
Across the lineup, Parnassus Mutual funds show an average dividend yield of 14.41%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Parnassus Core Equity Institutional Shares | 17.73% | — | — | |
| Parnassus Core Equity Fund Investor Shares | 17.66% | — | Aug 1992 | |
| Parnassus Mid Cap Growth Fund | 16.61% | — | Dec 1984 | |
| Parnassus Endeavor Fund | 10.45% | — | Apr 2005 | |
| Parnassus Mid Cap Fund | 9.58% | — | Apr 2005 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
PRBLX vs. SPYPRBLX vs. VFFSXPRBLX vs. PRCOXPRBLX vs. PRDGXPRBLX vs. VSMPXPRILX vs. VOOPRILX vs. FXAIXPRILX vs. AKRIXPRILX vs. TRLGXPRILX vs. WBCIXPARWX vs. VAFAXPARWX vs. DAGVXPARWX vs. SPYPARWX vs. VOOPARWX vs. VTIPARMX vs. NOSIXPARMX vs. WASMXPARMX vs. CMJAXPARMX vs. SCHMPARMX vs. ADJEXPARNX vs. VAFAXPARNX vs. SWYJXPARNX vs. FLAPXPARNX vs. FSMDXPARNX vs. IUSG