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PFPWX
Mutual Fund ticker: NASDAQ
AS OF
Oct 6 closing price
Price
$60.66
Change
+$0.17 (+0.28%)
Net Assets
4.81B

PFPWX Parnassus Value Equity Institutional Forecast, Technical & Fundamental Analysis

The investment seeks capital appreciation... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Oracle Corp (NYSE:ORCL), Bank of America Corp (NYSE:BAC), Micron Technology (NASDAQ:MU), Verizon Communications (NYSE:VZ), Intel Corp (NASDAQ:INTC).

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 212.8B. The market cap for tickers in the group ranges from 13.51B to 831.26B. ORCL holds the highest valuation in this group at 831.26B. The lowest valued company is BALL at 13.51B.

Volume

The average weekly volume growth across all stocks in the Parnassus Value Equity Institutional MF was 6%. For the same stocks of the MF, the average monthly volume growth was 68% and the average quarterly volume growth was -50%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 65
Price Growth Rating: 34
SMR Rating: 52
Profit Risk Rating: 57
Seasonality Score: 47 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, PFPWX has been closely correlated with RMFEX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if PFPWX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PFPWX
1D Price
Change %
PFPWX100%
+0.28%
RMFEX - PFPWX
89%
Closely correlated
+0.16%
RMEBX - PFPWX
89%
Closely correlated
+0.16%
RMFCX - PFPWX
89%
Closely correlated
+0.18%
FFMMX - PFPWX
86%
Closely correlated
+0.16%
FFFMX - PFPWX
86%
Closely correlated
+0.18%
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