Parnassus Funds Financial Statements From 2010 to 2026

PFGEX Fund   28.58  0.16  0.56%   
Parnassus Funds' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Parnassus Funds' valuation are provided below:
Parnassus Funds does not presently have any trending fundamental ratios for analysis.
Check Parnassus Funds financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Parnassus Funds' main balance sheet or income statement drivers, such as , as well as many indicators such as . Parnassus financial statements analysis is a perfect complement when working with Parnassus Funds Valuation or Volatility modules.
  
This module can also supplement various Parnassus Funds Technical models . Check out the analysis of Parnassus Funds Correlation against competitors.

Parnassus Funds Mutual Fund Net Asset Analysis

Parnassus Funds' Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Net Asset

 = 

Current Market Value

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Current Liabilities

More About Net Asset | All Equity Analysis

Current Parnassus Funds Net Asset

    
  30.37 M  
Most of Parnassus Funds' fundamental indicators, such as Net Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Parnassus Funds is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Competition

Based on the recorded statements, Parnassus Funds has a Net Asset of 30.37 M. This is much higher than that of the Parnassus family and significantly higher than that of the Large Growth category. The net asset for all United States funds is notably lower than that of the firm.

About Parnassus Funds Financial Statements

Parnassus Funds investors use historical fundamental indicators, such as Parnassus Funds' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Parnassus Funds. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in equity securities of large-sized growth companies. Equity securities include common stocks, depositary receipts, and interests in real estate investment trusts. The fund may normally invest up to 20 percent of its net assets in small- and mid- capitalization companies.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Parnassus Mutual Fund

Parnassus Funds financial ratios help investors to determine whether Parnassus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Parnassus with respect to the benefits of owning Parnassus Funds security.
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