sri-advisor.com
Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center



Parnassus Funds 
General Fund Information
One Market - Steuart Tower #1600 San Francisco, CA 94105
(800) 999-3505www.parnassus.com
Category:Domestic Equity Funds
Style:Value/Growth
Assets: ($ millions) 

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Small-Cap
Expenses: 
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Parnassus Small-Cap Fund invests in smaller-sized companies (defined as those with market capitalization** less than $3 billion). Companies with smaller market capitalizations are often developing companies with good growth prospects.
Social Issues11/30/17
Shareholder activism:YES
Community investment:YES
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:P
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
Year to date:  
Year to date:  
1 Year:  
Annualized returns:
3 Year:  
5 Year:  
10 Year:  
Since inception:  
Inception date:
Bear Market:  
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR: 
Alpha 5YR: 
Beta 3YR: 
Beta 5YR: 
R. Squared 3YR: 
R. Squared 5YR: 
Sharpe 3YR: 
Sharpe 5YR: 
Std. Dev. 3YR: 
Std. Dev. 5YR: 
Sectors Pie Chart 
No fund sectors available

 

 
Home
| Reports | SRI Financial Professionals Directory | Tools | News | SRI Performance and Trends | About Us | Contact
© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy - OneReportTM Network