For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. He joined Parnassus Investments in 2005 as a Senior Research Analyst after serving as a Parnassus research intern. This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors. Retirement news, reports, video and more. Mr. Click through to get more details on each issue. Mr. Allen graduated Phi Beta Kappa and magna cum laude from Georgetown University with a bachelor's degree in government and completed the general course in philosophy at the London School of Economics. Before investing, an investor should carefully consider the investment objectives, risks, charges and expenses of a fund and should carefully read the prospectus or summary prospectus, which contains this and other information and can be found in our Literature and Forms section or by calling (800) 999-3505. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2001. Stay up to date with timely dividend news. See fees data for Parnassus Core Equity Fund (PRBLX). The Parnassus Core Equity Fund is a U.S. large cap fund that aims to capture more of the … Compare PRBLX to Popular U.S. Large-Cap Blend Equity Funds, Compare PRBLX to Popular U.S. Large-Cap Blend Equity ETFs. Certain financial information included in Dividend.com is proprietary to Mergent, Inc. ("Mergent") Copyright © 2014. The portfolio managers focus on high quality companies that may perform better than the market during downturns. All stock quotes on this website should be considered as having a 24-hour delay. American Funds Washington Mutual Investors Fund, American Funds The Investment Company of America®, Vanguard Dividend Appreciation Index Fund, Critical Facts You Need to Know About Preferred Stocks, Earn More With Dividend Stocks Than With Annuities for Your Retirement. The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. Mr. Ahlsten has responsibility for portfolio management for the firm’s Core Equity strategy. Dividend stocks making payouts in the next 10 business days and have a history of rebounding in price shortly thereater. For current quarter-end standardized performance and disclosure information, please click here. Equity securities include common and preferred stock. Parnassus Core Equity Fund [PRBLX] ... DISCLAIMER: As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. Performance data quoted represent past performance and are no guarantee of future returns. He also oversees all of the firm’s strategies, including mentoring investment staff, managing investment risk and acting as final arbiter on ESG decisions. Current performance information to the most recent month-end is available on the Parnassus website (www.parnassus.com). Build conviction from in-depth coverage of the best dividend stocks. Fixed income news, reports, video and more. As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. He received his master's degree in business administration from the University of California, Berkeley. Parnassus Core Equity Fund [PRBLX] Not sure where to start? He joined Parnassus Investments in 1995 as a Research Analyst after serving as a Parnassus research intern. Monthly payments from Quarterly Payers ››. Research our firm with FINRA's BrokerCheck. Current performance may be lower or higher than the performance data quoted. For current quarter-end standardized performance and disclosure information, please click here. Make short-term dividend income. Click through to get more details on each issue. Analyze the Fund Parnassus Core Equity Fund - Investor Shares having Symbol PRBLX for type mutual-funds and perform research on other mutual funds. The Parnassus Core Equity Fund invests with low turnover and high conviction in approximately 40 holdings. Browse our guide to explore. Security holdings in the fund can vary significantly from broad market indexes. There are no assurances the Funds will meet their investment objectives and or that their ESG strategies will be successful. Enhance retirement outcomes with helpful tactics. Mr. Allen is responsible for Parnassus’s long-term strategic direction, products and personnel. Parnassus Core Equity’s solid leadership and well-executed, time-tested approach earn a Morningstar Analyst Rating of Silver for both share classes. Benjamin Allen is the Chief Executive Officer of Parnassus Investments and Portfolio Manager of the Parnassus Core Equity Fund. Find out how much your money can grow by using our Compounding Returns Calculator. Helpful articles on different dividend investing options and how to best save, invest, and spend your hard-earned money. Learn from industry thought leaders and expert market participants. Please help us personalize your experience. Because of the possibility of human or mechanical error by Mergent's sources, Mergent or others, Mergent does not guarantee the accuracy, adequacy, completeness, timeliness or availability or for the results obtained from the use of such information. Research information including asset allocation, sector weightings and top holdings for Parnassus Core Equity Fund. View mutual fund news, mutual fund market and mutual fund interest rates. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. He became Chief Investment Officer in 2008. Reproduction of such information in any form is prohibited. Deepen your understanding of Responsible Investing. Practice management news, reports, video and more. The Parnassus Funds are distributed by Parnassus Funds Distributor, LLC. In 1998, Mr. Ahlsten was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2001. Parnassus Core Equity Fund $PRBLX has $2.99 BILLION invested in 3 companies involved in the prison industrial complex, amounting to 15% of fund assets For current quarter-end standardized performance and disclosure information, please click here. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original principal cost. Prior to joining the firm, Mr. Allen worked at Morgan Stanley in New York, first as an Investment Banking Analyst and later in the firm's venture capital group. May 01, 2012. For current quarter-end standardized performance and disclosure information, please click here. At least 75% of the fund's total assets will normally be invested in equity securities that pay interest or dividends. He joined Parnassus Investments in 1995 as a Research Analyst after serving as a Parnassus research intern. Benjamin Allen is the Chief Executive Officer of Parnassus Investments and Portfolio Manager of the Parnassus Core Equity Fund. The Fund focuses on identifying companies with: • Wide moats or strong competitive advantages that protect market share and profitability • Relevancy over the long term, which provides a compounding growth component Higher turnover means higher trading fees. Learn more about mutual funds at fidelity.com. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. He is also responsible for portfolio management for the firm’s Core Equity strategy. The Parnassus Core Equity Fund, while categorized as a large-cap growth fund, specializes in socially responsible investments. Parnassus Core Equity Fund [PRBLX] Prior to March 31, 1998, the Parnassus Core Equity Fund was a balanced fund. Municipal bonds news, reports, video and more. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. Mr. Ahlsten received his bachelor's degree in business administration from the University of California, Berkeley with an emphasis in finance and accounting. Hand picked by analysts based on Dividend.com rating system. In 2008, Mr. Allen was promoted to Director of Research and subsequently became Portfolio Manager of the Parnassus Core Equity Fund in 2012. Research information including fund fees, cost projections and minimum investments for Parnassus Core Equity Fund. 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