Parnassus Investments

Overview

Offers six responsible investment mutual funds. All Funds take financial and environmental, social and governance (ESG) factors into account when making investment decisions.

Additional Information

Parnassus Investments Brochure

Hours of work

Mon - Fri 9:00 am - 5:00 pm

Locations

San Francisco, CA

Contact Information

1 Market Street Suite 1600 San Francisco, California, United States 94105-1407

phone: view phone(800)999-3505

fax: view fax(415)778-0228

website: www.parnassus.com

Photos

Description

Parnassus Investments is an independent and employee-owned investment management company based in San Francisco, CA. The firm seeks to invest in good businesses that have sustainable competitive advantages, increasingly relevant products or services, quality management teams and ethical business practices. Parnassus Investments believes the most attractive opportunities for investments arise when companies with good business fundamentals become temporarily undervalued. The firm's goal is to provide value to its shareholders by generating attractive risk-adjusted returns over the long-term. The firm was founded in 1984, and currently manages five fundamental, U.S., core equity strategies across multiple market capitalizations, and one U.S., intermediate, government/credit fixed-income strategy.

Extra fields

1% for Community: Yes

Account Minimums: $2,000; $500 for IRA and Gift to Minor accounts.

Percent in SRI: 100%

Compliance: Before investing, an investor should carefully consider the investment objectives, risks, charges and expenses of a fund and should carefully read the prospectus, which contains this and other information about the fund and can be found on our website, www.parnassus.com or by calling 1-800-999-3505. 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, and you could lose money.
The Parnassus Funds are underwritten and distributed by Parnassus Funds Distributor, a subsidiary of Parnassus Investments and a FINRA member.

SRI Services/Products Offered : no-load mutual funds

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