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PFGEX
Mutual Fund ticker: NASDAQ
AS OF
Aug 15 closing price
Price
$28.91
Change
-$0.07 (-0.24%)
Net Assets
72.2M

PFGEX Parnassus Growth Equity Investor Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Growth
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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), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Eli Lilly & Co (NYSE:LLY), 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 1.84T. The market cap for tickers in the group ranges from 51.39B to 4.4T. NVDA holds the highest valuation in this group at 4.4T. The lowest valued company is ADYEY at 51.39B.

Volume

The average weekly volume growth across all stocks in the Parnassus Growth Equity Investor MF was -7%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was 3%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 63
Price Growth Rating: 40
SMR Rating: 35
Profit Risk Rating: 38
Seasonality Score: -36 (-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
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PFGEX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PFGEX has been closely correlated with VIGAX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFGEX jumps, then VIGAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFGEX
1D Price
Change %
PFGEX100%
+0.07%
VIGAX - PFGEX
97%
Closely correlated
N/A
VIGIX - PFGEX
97%
Closely correlated
N/A
VIGRX - PFGEX
97%
Closely correlated
N/A
RGEBX - PFGEX
90%
Closely correlated
-0.04%
GAFFX - PFGEX
90%
Closely correlated
-0.04%
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