- What does PFPWX invest in?
- The fund's main goal is to increase the value of its investments over time. It primarily achieves this by allocating capital to a diverse array of equity holdings, encompassing both common and preferred stocks. The strategy involves identifying companies that, in the adviser's judgment, are currently undervalued but simultaneously demonstrate strong potential for substantial long-term growth throughout the period they are expected to be held.
- What is the expense ratio of PFPWX?
- Parnassus Funds - Parnassus Endeavor Fund (PFPWX) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PFPWX?
- Parnassus Funds - Parnassus Endeavor Fund (PFPWX) manages $5.35B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PFPWX actively managed or an index fund?
- PFPWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PFPWX launched?
- Parnassus Funds - Parnassus Endeavor Fund (PFPWX) launched in April 2015 and is managed by the fund issuer.
- How has PFPWX performed?
- PFPWX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
