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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 977 | 1118 | 1212 | 2058 | - |
Fund Return | 3.21% | -2.32% | 11.79% | 6.63% | 15.53% | - |
Place in category | 997 | 864 | 1016 | 917 | 114 | - |
% in Category | 81 | 71 | 86 | 84 | 13 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Parnassus Core Equity Institutional | 13.26B | 2.54 | 10.85 | 12.47 | ||
Parnassus Core Equity Investor | 11.29B | 2.50 | 10.62 | 12.23 | ||
Parnassus Endeavor Investor | 2.63B | 3.16 | 6.39 | 12.22 | ||
Parnassus Mid Cap Institutional | 1.27B | 2.53 | 4.69 | - | ||
Parnassus Mid-Cap | 1.04B | 2.49 | 4.47 | 7.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 37.43B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
S&P Global | US78409V1044 | 3.76 | 451.50 | -7.74% | |
Deere&Company | US2441991054 | 3.47 | 429.86 | -3.93% | |
Bank of America | US0605051046 | 3.46 | 34.39 | -7.60% | |
Sysco | US8718291078 | 3.20 | 71.44 | -5.26% | |
CBRE A | US12504L1098 | 3.19 | 118.08 | -4.65% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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