SocialFunds.com

Mutual Funds Center
Parnassus Workplace Fund (PARWX)
General Fund Information
Parnassus Funds
One Market - Steuart Tower #1600  
San Francisco CA 94105
(800) 999-3505
www.parnassus.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$4,195.6

Account min.:$2,000
Reinvest. min.:$50
IRA account min.:$500
IRA reinvest min.:50.00
Type:Large-Cap
Expenses:0.95%
Max. defer. load: 
Max. front load: 
Avg. P/E:19.10
Avg. P/B:5.68
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Parnassus Workplace Fund invests in companies with outstanding workplaces. The philosophy behind this fund is that companies whose employees love going to work will do better than companies with poor workplaces. When investing in this fund, Parnassus also considers a company's financial strength and its environmental and social policies. This fund seeks long-term growth of capital through investing primarily in companies that the Adviser considers to have good workplaces for their employees.
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: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance11/30/17
  Fund Return Percentile Rank *
Year to date: 21.33% 38
1 Year: 23.79% 35
Annualized returns:
3 Year: 15.24% 2
5 Year: 19.33% 2
10 Year: 13.69% 1
Since inception: 12.83% 19
Inception date: 04/29/05  
Bear Market: -19.93%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics11/30/17
Alpha 3YR:3.78
Alpha 5YR:3.71
Beta 3YR:1.01
Beta 5YR:0.96
R. Squared 3YR:76.05
R. Squared 5YR:77.25
Sharpe 3YR:1.27
Sharpe 5YR:1.83
Std. Dev. 3YR:10.33
Std. Dev. 5YR:10.33
Sector Distribution 
Basic Industries2.51% 
Cap. Goods & Tech.26.99% 
Consumer Cyclicals16.54% 
Consumer Non-Cyclicals28.28% 
Finance4.94% 
Miscellaneous20.74% 
Parnassus Funds

Mutual Funds | Community Investing | News | Sustainability Reports | Corporate Research | Shareowner Actions | Financial Services | Conferences
Home | Login | Contact | Support This Site | Terms of Use | Privacy Statement | Reprints


© 1998-2017 SRI World Group, Inc. All Rights Reserved.

Created and maintained by
SRI World Group web development services
Do your own research Work with an advisor SRI News SRI Learning Center Home