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Parnassus Endeavor Fund (PARWX) Fund Ranking and Research

Ranking, Research and Recommendation of Parnassus Endeavor Fund (PARWX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Parnassus Endeavor Fund Fund (PARWX) ManagerFund Manager - Jerome L. Dodson

Fund Manager Information

Fund Manager Tenure: 12.6 years
Fund Family: Parnassus
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.85)     (What does this score mean?)

 

Graph of Parnassus Endeavor Fund Fund (PARWX) ProfileParnassus Endeavor Fund Fund (PARWX) Profile

Fund Profile and Description

Parnassus Endeavor Fund Fund seeks long-term growth of capital. Parnassus Endeavor Fund Fund mainly invests at least 80% of net assets (plus borrowings for investment purposes) in companies believed by the management to provide good work-places for their employees. It invests in companies that can be of any size, and in the management’s opinion, should be trading below their intrinsic value.

 

Parnassus Endeavor Fund (PARWX) Fund Strength What we like about Parnassus Endeavor Fund (PARWX) Fund

Data for Parnassus Endeavor Fund Fund (PARWX) as of May 30, 2016

  • Parnassus Endeavor Fund Fund (PARWX) management has been with Parnassus Endeavor Fund Fund for 12.6 years
  • Parnassus Endeavor Fund Fund (PARWX) has good short-term performance (1-year return 1.55% vs -1.74% Large Growth category median performance)
  • Parnassus Endeavor Fund Fund (PARWX) has good mid-term performance (3-year return 13.70% vs 10.74% Large Growth category median performance)
  • Parnassus Endeavor Fund Fund (PARWX) has good Long-term performance (5-year return 13.46% vs 10.14% Large Growth category median performance)
  • Parnassus Endeavor Fund Fund (PARWX) ratio of up-years vs down years is greater than 2
  • Parnassus Endeavor Fund Fund (PARWX) has a Morningstar rating of 4 and above
  • Asset base in Parnassus Endeavor Fund Fund (PARWX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Parnassus Endeavor Fund Fund (PARWX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.5, lower than category average of 12.75
  • Parnassus Endeavor Fund Fund (PARWX) has a lower expense ratio than its Large Growth average: 0.95% vs 1.17%
  • Parnassus Endeavor Fund Fund (PARWX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Parnassus Endeavor Fund Fund (PARWX) Weakness What we are cautious about Parnassus Endeavor Fund (PARWX) Fund

Data for Parnassus Endeavor Fund Fund (PARWX) as of May 30, 2016

  • Parnassus Endeavor Fund Fund (PARWX) has an annual stock turnover rate of 63.23% that is higher than the Large Growth average of 50.46%. This could mean Parnassus Endeavor Fund is more nimble, but also signal potential high tax impact and high trading fees
See Parnassus Endeavor Fund Fund (PARWX) performance details as of May 30, 2016

 

What do you think?

 

Compare Parnassus Endeavor Fund Fund (PARWX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Parnassus Endeavor Fund3.991.5513.7013.46
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Parnassus Endeavor Fund Fund (PARWX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Parnassus Endeavor Fund Fund (PARWX) Net Asset TrackingParnassus Endeavor Fund (PARWX) Fund Net Asset

Track net asset change of Parnassus Endeavor Fund fund (PARWX)

DateNet Asset
05/2016$1.46B
03/2016$1.42B
02/2016$1.32B
More historic net asset information on Parnassus Endeavor Fund Fund (PARWX)

  

Graph of Parnassus Endeavor Fund Fund (PARWX) Portfolio TrackingParnassus Endeavor Fund (PARWX) Fund Portfolio Allocation

Track portfolio allocation change of Parnassus Endeavor Fund fund (PARWX)

DateCashStockBondOther
04/20169.33%90.67%0%0%
03/20168.29%91.71%0%0%
01/20162.94%97.06%0%0%
Click here to see more historic asset allocation information on Parnassus Endeavor Fund Fund (PARWX)

 

graph of Parnassus Endeavor Fund Fund (PARWX) Top 10 Position TrackingTop 10 Holdings in Parnassus Endeavor Fund (PARWX) Fund

Discover what Parnassus Endeavor Fund Fund (PARWX) manager is buying

Apr 29, 2016
Applied Materials, Inc. [6.16%]
SanDisk Corporation [5.38%]
American Express Company Common [5.15%]
International Business Machines [4.96%]
Deere & Company Common Stock [4.94%]
Autodesk, Inc. [4.93%]
Charles Schwab Corporation (The [4.88%]
QUALCOMM Incorporated [4.88%]
Micron Technology, Inc. [4.74%]
Ciena Corporation Common Stock [4.58%]

Mar 30, 2016
Applied Materials, Inc. [6.26%]
SanDisk Corporation [5.35%]
Ciena Corporation Common Stock [5.08%]
International Business Machines [5.06%]
QUALCOMM Incorporated [4.86%]
American Express Company Common [4.75%]
Charles Schwab Corporation (The [4.73%]
Autodesk, Inc. [4.72%]
Whole Foods Market, Inc. [4.6%]
Gilead Sciences, Inc. [4.52%]

Jan 30, 2016
Applied Materials, Inc. [5.75%]
SanDisk Corporation [5.49%]
Deere & Company Common Stock [4.9%]
Cummins Inc. Common Stock [4.81%]
Intel Corporation [4.81%]
Whole Foods Market, Inc. [4.78%]
QUALCOMM Incorporated [4.75%]
Micron Technology, Inc. [4.71%]
Ciena Corporation Common Stock [4.69%]
International Business Machines [4.6%]
Click here for Stock Holding Change Map in Parnassus Endeavor Fund Fund (PARWX)

  

Latest News on Parnassus Endeavor Fund (PARWX) Fund

See what is happening with Parnassus Endeavor Fund Fund (PARWX)

 

Parnassus Endeavor Fund Fund (PARWX) Related ResourcesSee more information on Parnassus Endeavor Fund (PARWX) Fund

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