Parnassus Funds(4)

Responsible Small Cap Values

Parnassus Small Cap Fund

US> Small-Cap > Core

Oct 03, 2009

It is hardly secret that investing in small-cap stocks requires meticulous research and thorough understanding of companies and the sectors they operate in. Jerome L. Dodson and his team at the Parnassus Small Cap Fund search for companies that value the contribution of their employees and preserve the environment while growing their businesses.

Secular Tailwinds

Parnassus Equity Income Fund

US> Small-Cap > Core

Mar 17, 2008

The Parnassus Equity Income Fund looks for companies that not only generate income, but are also socially responsible. Portfolio manager Todd Ahlsten and his team of six analysts are trying to identify the best businesses whose goods and services will be more relevant in the long haul than they are today. The fund’s philosophy lies on the premise that these businesses combined with secular tailwinds and reasonable prices can give investors appropriate returns.

Principles Behind Consistency

Parnassus Mid Cap Fund

US> Multi-Cap > Growth

Aug 21, 2017

Investors have often believed that adhering to a principled, morally and socially responsible strategy generally comes at the expense of investment performance. Matthew Gershuny, portfolio manager of the Parnassus Mid Cap Fund, stays committed to this approach, using fundamental principles built around strict investment processes and a culture of team spirit.

Good Value in Values-Driven Businesses

Parnassus Fund

US> Large-Cap > Value

Nov 03, 2015

Companies with operating policies that take into account the well-being of employees and environment may have something going for them. Happier employees tend to be more productive, and an environmentally friendly corporate culture may serve as a key advantage too. In the Parnassus Fund, Jerome Dodson maintains a concentrated portfolio of undervalued companies with a proven track record of treating employees and the environment with respect.