Parnassus Fixed Income Fund Bond Positions Weight
| PFPLX Fund | USD 14.91 0.05 0.34% |
Parnassus Fixed Income fundamentals help investors to digest information that contributes to Parnassus Fixed's financial success or failures. It also enables traders to predict the movement of Parnassus Mutual Fund. The fundamental analysis module provides a way to measure Parnassus Fixed's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Parnassus Fixed mutual fund.
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Parnassus Fixed Income Mutual Fund Bond Positions Weight Analysis
Parnassus Fixed's Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Current Parnassus Fixed Bond Positions Weight | 89.93 % |
Most of Parnassus Fixed's fundamental indicators, such as Bond Positions Weight, 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 Fixed Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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In accordance with the recently published financial statements, Parnassus Fixed Income has a Bond Positions Weight of 89%. This is much higher than that of the Parnassus family and significantly higher than that of the Intermediate Core-Plus Bond category. The bond positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Parnassus Fixed
The fund consists of 89.93% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Parnassus Fixed's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Parnassus Fundamentals
| Total Asset | 145.27 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 2.35 % | ||||
| One Year Return | 7.43 % | ||||
| Three Year Return | (1.84) % | ||||
| Five Year Return | (0.07) % | ||||
| Ten Year Return | 3.52 % | ||||
| Net Asset | 270.24 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 6.23 % | ||||
| Bond Positions Weight | 89.93 % |
About Parnassus Fixed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Parnassus Fixed Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Parnassus Fixed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Parnassus Fixed Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Parnassus Fixed 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 Fixed security.
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