Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Mastercard (NYSE:MA), Oracle Corp (NYSE:ORCL), Bank of America Corp (NYSE:BAC), Salesforce (NYSE:CRM), Deere & Company (NYSE:DE).
Industry description
The investment seeks to achieve both capital appreciation and current income.
The fund's objective is to achieve both capital appreciation and current income by investing primarily in a diversified portfolio of equity securities. Equity securities include common and preferred stock. Under normal circumstances, the fund will invest a minimum of 80% of its net assets (plus borrowings for investment purposes) in equity securities. At least 65% of the fund's total assets will normally be invested in equity securities that pay interest or dividends.
Market Cap
The average market capitalization across the Parnassus Core Equity Institutional MF is 1.18T. The market cap for tickers in the group ranges from 21.36B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is BALL at 21.36B.
Volume
The average weekly volume growth across all stocks in the Parnassus Core Equity Institutional MF was -15%. For the same stocks of the MF, the average monthly volume growth was 40% and the average quarterly volume growth was 27%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 52
Price Growth Rating: 59
SMR Rating: 22
Profit Risk Rating: 31
Seasonality Score: -19 (-100 ... +100)