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PFPWX
Mutual Fund ticker: NASDAQ
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PFPWX price forecast, quote, news & analysis

The investment seeks capital appreciation... Show more

Category: #Large Value
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Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOGL), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), Micron Technology (NASDAQ:MU), JPMorgan Chase & Co (NYSE:JPM), Coca-Cola Company (NYSE:KO), Verizon Communications (NYSE:VZ).

Industry description

The investment seeks capital appreciation. The fund’s objective is to achieve capital appreciation by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. These companies must, in the adviser's opinion, be undervalued, but they must also have good prospects for long-term capital appreciation over the course of the expected holding period.

Market Cap

The average market capitalization across the Parnassus Value Equity Institutional MF is 945.41B. The market cap for tickers in the group ranges from 80.9B to 4.2T. GOOGL holds the highest valuation in this group at 4.2T. The lowest valued company is CMI at 80.9B.

Volume

The average weekly volume growth across all stocks in the Parnassus Value Equity Institutional MF was 13%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -48%

Fundamental Analysis Ratings

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

Valuation Rating: 57
P/E Growth Rating: 54
Price Growth Rating: 38
SMR Rating: 34
Profit Risk Rating: 43
Seasonality Score: -30 (-100 ... +100)
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General Information

Category LargeValue

Profile
Details
Category
Large Value
Address
PARNASSUS FUNDS1 Market Street, Suite 1600San Francisco
Phone
N/A
Web
www.parnassus.com
PFPWX price forecast, quote, news & analysis