Parnassus Core Equity Fund (PRBLX) Research
This fund aims to generate both an increase in capital value and a consistent stream of current income for its shareholders. It primarily achieves these objectives through strategic investments in a broad and varied portfolio of company shares, encompassing both common and preferred stock. Typically, the fund allocates a minimum of 80% of its net assets, along with any borrowed capital used for investments, directly into these equity instruments. Additionally, under normal circumstances, at least 65% of the fund's entire asset base will be dedicated to equity holdings that provide either interest or dividend payments.
Market snapshot
- Symbol
- PRBLX
- Price
- $60.24
- Day change
- +1.65%
- Market cap
- $24.0B
- 52-week range
- 51.07-67.57
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Ultra Fund (AULDX)
- Franklin Rising Dividends Fund (FRDAX)
- Franklin Rising Dividends Fund (FRDPX)
- Harbor Capital Appreciation Fund (HCAIX)
- T. Rowe Price Mid-Cap Growth Fund (RRMGX)
- T. Rowe Price Retirement 2040 Fund (TRRDX)
- T. Rowe Price Value Fund (TRVLX)
- Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX)
Open Parnassus Core Equity Fund (PRBLX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.