Parnassus Equity Incme Fund Quote
| PRILX Fund | USD 56.32 0.48 0.85% |
PerformanceWeakest
| Odds Of DistressLow
|
Parnassus Equity is trading at 56.32 as of the 13th of December 2025; that is 0.85% down since the beginning of the trading day. The fund's open price was 56.8. Parnassus Equity has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 13th of November 2025 and ending today, the 13th of December 2025. Click here to learn more.
The funds objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. Under normal circumstances, the fund will invest a minimum of 80 percent of its net assets in equity securities. More on Parnassus Equity Incme
Moving together with Parnassus Mutual Fund
Parnassus Mutual Fund Highlights
| Fund Concentration | Parnassus Funds, Large Blend Funds, Large Blend, Parnassus (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 22nd of September 2025 |
| Fiscal Year End | December |
Parnassus Equity Incme [PRILX] is traded in USA and was established 13th of December 2025. Parnassus Equity is listed under Parnassus category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Parnassus family. This fund at this time has accumulated 27.53 B in assets with minimum initial investment of 100 K. Parnassus Equity Incme is currently producing year-to-date (YTD) return of 8.38% with the current yeild of 0.0%, while the total return for the last 3 years was 17.86%.
Check Parnassus Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Parnassus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Parnassus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Parnassus Equity Incme Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Parnassus Equity Incme Mutual Fund Constituents
| MA | Mastercard | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| LIN | Linde plc Ordinary | Stock | Materials | |
| CME | CME Group | Stock | Financials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| SPGI | SP Global | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| UPS | United Parcel Service | Stock | Industrials |
Parnassus Equity Incme Risk Profiles
| Mean Deviation | 0.8143 | |||
| Standard Deviation | 1.98 | |||
| Variance | 3.93 | |||
| Risk Adjusted Performance | (0.06) |
Parnassus Equity Against Markets
Other Information on Investing in Parnassus Mutual Fund
Parnassus Equity financial ratios help investors to determine whether Parnassus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Parnassus with respect to the benefits of owning Parnassus Equity security.
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| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |