Parnassus Core Equity Fund - Institutional Shares (PRILX) Research

This fund aims to both expand capital and generate regular income. It achieves these goals principally through substantial investments in a diverse array of equity instruments, encompassing both common and preferred stocks. Ordinarily, a minimum of 80% of its net assets—including any capital borrowed for investment—will be committed to such equity holdings. Furthermore, at least three-quarters of the fund's total assets are typically allocated to income-producing equities, meaning those that pay out interest or dividends.

Market snapshot

Symbol
PRILX
Price
$60.52
Day change
+1.66%
Market cap
$24.0B
52-week range
51.31-67.78
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds 2055 Target Date Retirement Fd Cl F-1 (FAJTX)
  • Harbor Capital Appreciation Fund Institutional Class (HACAX)
  • Harbor Capital Appreciation Fund - Retirement Class (HNACX)
  • Harbor Capital Appreciation Fund Administrative Class (HRCAX)
  • T. Rowe Price Value Fund Advisor Class (PAVLX)
  • PGIM Total Return Bond Fund Class Z (PDBZX)
  • T. Rowe Price Retirement 2040 Fund Class R (RRTDX)
  • American Century Ultra Fund C Class (TWCCX)

Open Parnassus Core Equity Fund - Institutional Shares (PRILX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.