Parnassus Core Equity Fund - Institutional Shares

Frequently Asked Questions About PRILX

What are the top holdings of PRILX?

A machine-readable holdings disclosure for Parnassus Core Equity Fund - Institutional Shares (PRILX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does PRILX invest in?

Parnassus Core Equity Fund - Institutional Shares (PRILX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is PRILX most exposed to?

PRILX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is PRILX a US-only fund?

The country allocation card on this page shows PRILX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does PRILX invest in?

This fund aims to both expand capital and generate regular income. It achieves these goals principally through substantial investments in a diverse array of equity instruments, encompassing both common and preferred stocks. Ordinarily, a minimum of 80% of its net assets—including any capital borrowed for investment—will be committed to such equity holdings. Furthermore, at least three-quarters of the fund's total assets are typically allocated to income-producing equities, meaning those that pay out interest or dividends.