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PFGEX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$26.95
Change
-$0.14 (-0.52%)
Net Assets
65.17M

PFGEX price forecast, quote, news & analysis

Category: @Large Growth
A.I.Advisor
published price charts
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Salesforce (NYSE:CRM), Intuit (NASDAQ:INTU).

Industry description

The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of large‑sized growth companies. Equity securities include common stocks, depositary receipts, and interests in real estate investment trusts. The fund may normally invest up to 20% of its net assets in small- and mid‑ capitalization companies.

Market Cap

The average market capitalization across the Parnassus Growth Equity Investor MF is 1.52T. The market cap for tickers in the group ranges from 57.76B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is ADYEY at 57.76B.

Volume

The average weekly volume growth across all stocks in the Parnassus Growth Equity Investor MF was 26%. For the same stocks of the MF, the average monthly volume growth was -9% and the average quarterly volume growth was -41%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 80
P/E Growth Rating: 68
Price Growth Rating: 28
SMR Rating: 29
Profit Risk Rating: 19
Seasonality Score: -7 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
PARNASSUS FUNDS1 Market Street, Suite 1600San Francisco
Phone
N/A
Web
www.parnassus.com