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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1026 | 1154 | 1096 | 1863 | - |
Fund Return | 3.63% | 2.56% | 15.39% | 3.09% | 13.25% | - |
Place in category | 864 | 1034 | 497 | 1026 | 24 | - |
% in Category | 66 | 82 | 42 | 92 | 3 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 15.87B | 4.75 | 6.83 | 11.96 | ||
Parnassus Core Equity Investor | 13.52B | 4.71 | 6.62 | 11.72 | ||
Parnassus Endeavor Investor | 3.31B | 3.54 | 2.86 | 12.85 | ||
Parnassus Mid Cap Institutional | 1.81B | 0.64 | -1.66 | - | ||
Parnassus Mid-Cap | 1.39B | 0.54 | -1.87 | 7.56 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 51.96B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 48.41B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 39.16B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 36.41B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Micron Technology Inc | - | 4.04 | - | - | |
Verizon Communications Inc | - | 3.99 | - | - | |
Bank of America | US0605051046 | 3.49 | 38.45 | +0.43% | |
Ball Corp | - | 3.20 | - | - | |
Intel | US4581401001 | 3.10 | 29.85 | -0.80% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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