Current performance information to the most recent month-end is available on the Parnassus website (www.parnassus.com). The Parnassus Funds are distributed by Parnassus Funds Distributor, LLC. The Parnassus Endeavor Fund invests in U.S. large cap companies with long-term competitive advantages and relevancy, quality management teams and positive performance on ESG criteria. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original principal cost. Performance data quoted represent past performance and are no guarantee of future returns. Comanager Billy Hwan, who became a manager in May 2018, will take over. Research our firm with FINRA's BrokerCheck. The People Pillar is our evaluation of the PARWX management team’s experience and ability. Get our overall rating based on a fundamental assessment of the pillars below. Unlock our full analysis with Morningstar Premium. Jerome Dodson will step down from Parnassus Endeavor as lead manager and research analyst on Dec. 31, 2020, and will remain as firm chairman. Hwan has served as a Portfolio Manager of the Parnassus Endeavor Fund since May 1, 2018, and has served as a Portfolio Manager and a Senior Research Analyst at Parnassus Investments (the investment advisor to the Fund) since 2012. The fund has a mandate to invest in … USD | NAV as of Nov 27, 2020 | 1-Day Return as of Nov 27, 2020, 10:24 PM GMT+00:00. The Parnassus Endeavor Fund is a U.S. large cap fund. The strategy retains its Average People and Process ratings and its Morningstar Analyst Rating of Neutral for both share classes. Current performance may be lower or higher than the performance data quoted. Hwan may tone down the strategy's concentration, though exact changes remain to be seen. For current quarter-end standardized performance and disclosure information, please click here. The Parent Pillar is our rating of PARWX’s parent organization’s priorities and whether they’re in line with investors’ interests. This site is intended for U.S. investors only and should not be considered a solicitation or offering to investors outside the U.S. The news isn't surprising given that Dodson is in his 70s, and his looming departure from this fund has factored into its Average People rating. Hwan joined Parnassus in 2012 after a previous stint as a research intern and has over 19 years of industry experience, but he's unproven as a manager here and produced poor results at since-liquidated Parnassus Asia. Jerome Dodson will step down from Parnassus Endeavor as lead manager and research analyst on Dec. 31, 2020, and will remain as firm chairman. © Copyright 2020 Morningstar, Inc. All rights reserved. For current quarter-end standardized performance and disclosure information, please click here. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. Funds in this category typically invest in large-cap domestic stocks with both growth and value tendencies. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PARWX’s performance objective and investment process is for both security selection and portfolio construction. Terms of Use Privacy Policy Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Nov 27, 2020, 10:24 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Endeavor Fund co-portfolio manager Billy Hwan will become sole PM, effective January 1, 2021. The fund holds companies with outstanding workplaces and avoids investments in fossil fuels. For current quarter-end standardized performance and disclosure information, please click here. Register for the call This site is protected by reCAPTCHA and the Google Dodson has run the fund since its 2005 inception, with a bold approach leading to great results. Privacy Policy and Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Performance data quoted represent past performance and … For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page. Parnassus founder and ESG pioneer Jerome Dodson will step away from his position as lead PM on December 31, 2020. Discover historical prices for PARWX stock on Yahoo Finance. Join our November 17 conference call featuring Mr. Hwan, Parnassus CEO Ben Allen and CMO Joe Sinha to learn more. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. There are no assurances the Funds will meet their investment objectives and or that their ESG strategies will be successful. Find the latest Parnassus Endeavor Fund - Inves (PARWX) stock quote, history, news and other vital information to help you with your stock trading and investing. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. For the current holdings of the Parnassus Mid Cap Growth Fund, the Parnassus Core Equity Fund, the Parnassus Endeavor Fund, the Parnassus Mid Cap Fund and the Parnassus Fixed Income Fund, please visit each fund’s individual holdings page.

parnassus endeavor fund

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