Parnassus Value Equity Fund Investor Shares (PARWX)

Overview

The fund is designed for investors seeking capital appreciation through investments in equity securities. Focusing on a diversified portfolio, the fund targets common and preferred stocks deemed to be undervalued. Guided by the advisory team's expertise, the fund identifies companies with the potential for significant long-term capital appreciation. The expected holding period is aligned with the fund’s strategy of realizing growth through careful selection based on valuation and future prospects.

Products and Services

• Equity Securities Investments

  The primary service offered involves investing in a diverse range of equity securities, including common and preferred stocks. This service is based on a strategic assessment of various companies' market values versus their long-term growth potential. By focusing on undervalued stocks, the fund seeks to achieve capital appreciation for its investors over the designated holding period.